Being intentional today. Living better tomorrow.

Who we are 

Evident Financial is a financial advisory firm regulated by the Pennsylvania Department of Banking and Securities. 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. 

Our purpose

We serve people transitioning into or already in retirement. Our mission is to help you afford the lifestyle of your dreams 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

Evident Financial Founder David Cullen and President Eric Presogna have over 50 years' combined experience advising individuals, executives, and professionals about their investments and financial affairs.

David and Eric have 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.

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. 

Request a review of your current investments

Three reasons you could benefit from a second opinion:

You're only receiving investment advice but you want more

Your situation has evolved and you want guidance on all your financial matters.

You're paying high fees and don't know it

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

You have investments you don't understand

You don't have to be an expert, but you need a basic understanding of the risks associated with your assets. 

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

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