Evidencial bridges the wealth management gap between institutional and individual insight.
We use a goal-driven, evidence-based approach to help plan your family’s financial future.
We do this by:
Blending knowledge with experience
Quantitative research from institutional investing, qualitative research from individual investing, ChFC® professional research with real-world investment experiences
Applying proven principles
Comprehensive financial planning, goal-based investing, evidence-based investments, professional standards, objectivity, low costs, and tax efficiency
Recognizing that experience matters
We believe our investment philosophies serve our client’s best interests
Comprehensive Financial and Investment Planning
We offer an objective lens to a higher level of financial planning and insight. We help our clients make thoughtful, goal-based financial decisions about their money.
When and Why?
Our Clients . . .
Are accomplished individuals who want to bridge the wealth management gap between individual and institutional insight
Have seen their financial efforts evolve over the years and seek simplicity in an increasingly complex financial environment
Have spent years producing wealth from a variety of sources including their careers, real estate, business entity sales, family inheritance, and investments
Want timely and thoughtful answers to their questions, though are concerned about high costs and hidden fees of large brokerage firms
Have a variety of personal finance needs, including protecting, growing and generating income; simplifying financial decisions; sustaining lifestyles in retirement; providing money-management guidance to their children
Evidencial . . .
Offers an objective lens to a higher level of financial planning and insight
Empowers individuals to make thoughtful, goal-based financial decisions about their money
Helps simplify inevitably complex financial and investment structures
Offers timely and thoughtful answers to questions about generating, growing and protecting income
Has expertise in working with children and families to optimize post-college money management
Strives to give you peace of mind that your desired retirement lifestyle is achievable with smart planning and investing
Is ready to make your financial life easier … contact us for a complimentary evaluation of your financial landscape