Being intentional today. Living better tomorrow.

Who we are 

Evident Financial is an independent Registered Investment Advisor regulated by the Pennsylvania Department of Banking and Securities. Our independence means we are not affiliated with any brokerage, insurance, or other financial institution.

As a Registered Investment Advisor, we have a fiduciary duty to act in your best interest. The fiduciary duty is the highest standard of care in the financial services industry. 

What we do

Located in Erie, PA, Evident Financial provides investment management and financial planning services to people transitioning into or already in retirement. 



A comprehensive approach to building and preserving wealth

You need a trusted advisor with the experience and knowledge to guide you through the complex areas of your financial life.

What people want most from their financial advisor is to grow and protect their hard-earned money and organize their financial lives. We help clients reach these goals and consider all aspects of a comprehensive financial plan - from estate planning, income forecasting and tax planning to creating an investment plan matched to their unique situation.

Expertise matters

At Evident Financial, we have extensive experience advising individuals, executives, and professionals about their investments and financial affairs.

Our team has earned the highest level of professional designations in the financial and accounting industries demonstrating superior skill and proficiency in investment management, accounting, risk management, and tax planning. 

Clients benefit from a proven record of accomplishment, experience and success. 

  

A fee structure that is fair, simple and transparent 

Unfortunately, many financial advisors bury their fee disclosure in the fine print. Layers of complexity, financial jargon and hidden fees make it difficult to understand true investment costs and the impact fees have on your investment returns.

Why pay more?

Evident Financial is different. We disclose all costs upfront so you can understand exactly what you’re paying in fees.

Fiduciary safeguards

When you open an account at Evident Financial, your assets are held in custody at Charles Schwab, one of the world’s leading investment firms. Your personal information and money are safeguarded under Schwab’s Security Guarantee, the highest level of data protection in the financial industry. 

The Pennsylvania Department of Banking and Securities provides oversight of Evident Financial and is charged with protecting your assets. As required by our regulators, Evident Financial's financial results and internal controls are subject to periodic examinations. 

Free Retirement Review

Three reasons you should get a second opinion review:

You want to make sure your investments are properly managed

There is great risk in being in the wrong investments and not protecting your assets when a down market comes.

You may be paying high fees and don't know it

The cost difference between low-fee and high-fee financial advice is staggering.

Your financial advisor only offers investment advice

Investment management is only one aspect of your financial life. If you're not receiving comprehensive financial planning services, you're paying too much for too little.

You deserve the best financial advice. Let's get the conversation started.

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