Personal CFO for
Equity-Compensated Professionals
Transparent, flat-fee financial planning for your peak earning years through retirement
What keeps you up at night?
Do I have enough to retire?
Am I paying too much in taxes?
Should I participate in my company’s ESPP?
I just received an equity award/option – what should I do next?
Am I too concentrated in my company’s stock?
I’m thinking of leaving my company, but I have unvested stock/options
When and how do I start taking distributions from retirement accounts?
Are my assets protected?
High earner, not rich yet (HENRYs)
What if I become incapacitated and can’t make any financial decisions?
You have questions. We have the answers.
Sophisticated guidance for all your financial life decisions
Financial Planning
Equity Compensation
Investment Management
Proactive Tax Planning
Estate Planning
Insurance Planning
Retirement Planning
Fee-only
No insurance or annuity sales. Period.
Fee-Only advisors are paid only by you, the client, and never make commission.
Fiduciary
Under oath and law to put your best interest first at all times. This is the highest legal and ethical standard for financial advisors.
Independent
Not affiliated with any life insurance company, annuity product, bank, or brokerage house.
Thanks for stopping by!
My name is Bryan, and I am the Founder and CEO of Evidentia Group and Evidentia Wealth Advisors. I founded Evidentia with the mission of bringing clarity to the decisions faced by equity-compensated professionals, an evidence-based approach to planning, and transparency to what comprehensive financial planning should cost.
If financial freedom is high on your list of priorities, grab a spot on my calendar.