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Fiduciary Financial  Advisors.

More than just investment advice.

Serving individuals and employer 401(k) plans. 

Financial Challenges
Can Be Overwhelming

At Evident Financial, we have decades of financial planning and investment
advisory experience to help manage the entirety of your financial life.

We’ll help you make smart money decisions.

What's on Your Mind?

Does this sound like you?

Does this sound like you?
  • How can we tell if our financial advisor is a fiduciary? Why does it matter?
  • Longevity runs in our families. I’m afraid future healthcare expenses will deplete our savings.
  • Without our financial advisor, attorney, and CPA working together, we feel we're leaving money on the table.
  • Our investment accounts are hard to keep track of. We want to see all our assets in one place. 

The more money you have, ironically, the more worries you might have too.
It doesn’t have to be this way.

Schedule an Appointment

Develop a Roadmap with a Clear Destination

Our Core Services


  • Establish an investment plan
  • Protect assets in downturns
  • Diversify assets
  • Pay lower investment fees


  • Create a financial plan
  • Reduce and defer taxes
  • Manage cash flow
  • Plan your estate


  • Declutter your finances
  • Prepare the information your family needs in an emergency
  • List your assets, property, important documents – all in one report
lient Centered

Evident Financial is a
Fiduciary Financial Advisor

As a fiduciary, we are legally and ethically

bound to always act in your best interests.

Meet Our Team

David Cullen

David Cullen, CFA

CEO and Founder

Richard Makowski

Richard Makowski, CFP

Chief Investment Officer

Cherie Sayban

Cherie Sayban, CPA

Independent Accounting Specialist

Richard Hauser, PhD

Richard Hauser, PhD

Investment Advisory Board

Joe Knox

Joe Knox

Project Manager

Olivia D'Amato

Olivia D'Amato

Independent Creative Advisor

A Proven Plan That Takes Out
the Guesswork and Worry

Getting Started with Evident Financial is Simple

Client Centered
  1. Schedule an appointment

    We’ll meet to discover your goals and challenges.

  2. Develop a custom long-term plan

    You’ll receive a detailed roadmap to track your goals.

  3. Take control of your future

    Set the plan in motion, monitor results, and adjust to any changing life events.

Some of Our Partners

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