Plan.
Build.
Protect.
Comprehensive 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?
What will happen to my family if something unexpected happens?
Am I taking too much risk with my investments?
How do I handle rising healthcare costs?
Will there be Social Security for me?
How do I turn my nest egg into income in retirement?
You have questions. We have the answers.
Your trusted financial partner to manage your wealth today & beyond.
Financial Planning
Investment Management
Proactive Tax Planning
Estate Planning
Insurance Planning
Social Security Timing
Medicare Planning
Thanks for stopping by!
My name is Bryan and I am the Founder and CEO of Evidentia Group and Evidentia Wealth Advisors.
Financial freedom is a priority for most people. Financial freedom means you can make important life decisions without the worry of a catastrophic financial misstep.
Achieving financial freedom requires planning, discipline, and an understanding of the moving parts. For some people, just thinking about money, saving, investing, and taxes is enough to make them go back to bed. It can be confusing and overwhelming.
During my career, I have helped my clients plan, build, and protect hundreds of millions of dollars of wealth.
If financial freedom is high on your list of priorities, grab a spot on my calendar.
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.
It’s easy to get started with us.
1
Schedule a call.
This is a no-cost, no-obligation conversation where we will learn more about each other. We’ll discuss your goals for financial planning, how we work with clients, any questions about our process, fees, and the next steps.
2
Let’s get to work!
We’ll use the next few meetings to help you get organized, collect information, and set goals. We will explain, in plain English, exactly what you need to do to accomplish your financial goals. By the end of these meetings, we will have a clear plan and roadmap of the next steps.
3
Keep things on track.
We did great work together to get your entire financial life organized, but we know that your life is constantly changing and evolving. We will meet regularly to discuss any changes in your life and other changes that may require updates to your plan.