Invest. Plan. Organize.

Hello Erie! 

Evident Financial is an independently owned and operated registered investment advisor headquartered in Erie, PA.  We provide investment management and comprehensive financial services exclusively for individuals and families. Most of our clients are close to or in retirement.

Our Purpose

We help you achieve the best life possible. We work hard to bring order to your financial life and grow your investments. We are trusted advisors and educators, and as owners of the company, we are personally responsible for your success working with us.

Simplify
everything

Always do the
right thing

Build trust by being
open and honest

A simplified approach to managing your money

Evident Financial invests your funds in a diversified portfolio of index funds, the same low-fee investments legendary investor Warren Buffett suggests. This simple investment strategy has historically outperformed the more costly and complicated investment strategies most brokerage firms use. 

A fee structure that is fair, simple and transparent

With Evident Financial you receive personalized financial advice for one simple annual fee based on a percentage of your account balance.

We’re not brokers so we don’t sell inappropriate and high-priced annuities and mutual funds. With us, you’ll never pay commissions or sales charges or discover fees buried in the fine print.

A partnership of safety and security 

Your assets are held 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. 


A comprehensive approach to building and preserving wealth

You need a trusted advisor with the experience and knowledge to guide you through the often complex areas of personal finance.

For most of our clients, the focus is to retain their current wealth, followed by growth. We consider all aspects of a comprehensive financial plan - from estate planning, tax strategy, and risk management to retirement planning and charitable planning. 


Evident Financial has a free investment analysis service

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Four reasons you may benefit from a confidential second opinion on your investment plan:

  1. You might be getting bad advice
  2. It's likely you're paying too much in fees
  3. You may not understand your investments
  4. You'll feel better afterwards

Our investment analysis includes:

  • Discovery meeting with a financial advisor
  • Written analysis of your current investment plan
  • Our recommendation and advice

After our analysis, we'll suggest any improvements. Should you decide to switch to Evident Financial, the process is simple. Our custodian Charles Schwab does all the work so you don't have to.

To schedule an appointment call (814) 425-5182.

Learn more about our advisory services

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