Invest with Evan

Why Choose Us?

• Comprehensive Financial Planning:  In addition to managing your investments, we create a detailed financial plan tailored to your needs.
• Transparent Costs: We believe in full transparency. You'll know all costs upfront – no hidden fees, no "free" financial planning claims.
• Simplified Investment Approach: Our evidence-based strategy focuses on simplicity, utilizing index funds from Dimensional Fund Advisors.
• Trusted Delegation: We work with clients who want to delegate investment management and the details of their plan to trusted professionals.

If you're ready to take control of your retirement planning and want to work with a team that values transparency, simplicity, and trust, complete the questionnaire below to see if we're the right fit for each other.