Broker Check

Experienced Investment Management and Financial Planning

Protect, Enhance, and Preserve Your Future…

EVWM serves clients across the country with fiduciary investment and planning
partnerships.

Our Services

EVWM works with various facets of wealth creation and preservation including:


Financial Planning

Long-term budgeting, wealth creation, preservation, and distribution strategies.

VIEW DETAILS

Retirement Planning

Accumulation, protection, and withdrawal strategies considering current and expected tax efficiencies.

VIEW DETAILS

Directed IRAs

EVWM partners with third
party custodians to seamlessly offer private stock, LLC, and real estate holdings.

VIEW DETAILS

401(k) &
 IRA Rollovers

Review, analyze, recommended savings, growth, and retirement advice.

VIEW DETAILS
What We Do

What We Do

EVWM is the culmination of experience in client service, investment selection,
fiduciary planning, and trust administration leading to the Evolved Vision of what
investment and planning can look like when right.

Who We Work With

EVWM partners with families across the country from young to old as wealth grows and transitions. 
With over $65M in AUM* and growing, we work with families across the
US with specific planning and investment services

* as of May 2026


Families

Long-term budgeting, wealth creation, preservation, and distribution strategies.

VIEW DETAILS

Working Years

Accumulation, protection, and withdrawal strategies considering current and expected tax efficiencies.

VIEW DETAILS

Spending & Retirement

EVWM partners with third
party custodians to seamlessly offer private stock, LLC, and real estate holdings.

VIEW DETAILS
WANT MORE DETAILS?

A Little About Us

50+Years Of Experience

Over 50 years combined in banking, lending, insurance, trust management, investment and fiduciary services

$65M+AUM

as of May 2026

100+Families Served

Over 400 Accounts, 100 family units served

Start the Conversation

Start the Conversation

Thank you!
Oops!

Ready to see how we can help you?

Whether you’re just starting out, in the heart of your career, or enjoying retirement, we provide clear guidance and actionable strategies designed around your life. Contact us or Schedule a Conversation today.

LET'S TALK ➜