What We Do

Create a financial planning process to help protect and grow your money.

Who We Are

Financial expertise and ability helps you get "from here to there."

Life in a Box

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.

OUR PHILOSOPHY - It's simple

We are here to help maximize and protect your money over the course of your life.
We know the best way for us to accomplish this is spending the personal time needed to evaluate your unique situation then build a customized plan to match your needs.
As an independently owned, fee-based organization, we have no other motivation than to improve your bottom line and be your guide through each new phase of your life.


EVOS Financial was established by a team of independent financial advisors with over 100 years of experience in the financial services industry.  Our success is predicated on our ability to remain independent in our approach to solutions and sensitive to the complex financial environment that exist today.  We remain committed to providing unbiased solutions for our clients and their families. 

EVOS Financial  is a company that believes that success for their clients is built around three primary components. FINANCIAL PLANNING, WEALTH MANAGEMENT AND ASSET MANAGEMENT. Each component plays an important part in the interlocking puzzle that is the relationship of the client and his family to their financial security. 

Check the background of these investment professionals on FINRA's BrokerCheck.


Using our custom techniques we guard your financial interests through every stage of your life. To learn more aboutservices, what are you currently looking for?