Our Story

There are more than 300 financial advisors in the Erie region. Many are interested in doing the right thing for their clients, but some place their own interests ahead of their clients'.

We find that investors are frequently unaware of the fees they are paying, some that are twice what Evident Financial clients pay, or that their broker is being paid to push the products they sell. Unfortunately, the consequence of paying high fees gets compounded over time and can be the difference between retiring comfortably or outliving their funds.

Evident Financial is different.

We’re an independent Registered Investment Advisor (RIA) formed to help Erie area investors avoid the trappings of high fees and bad investment advice. As an RIA, we don’t receive commissions and we have no financial ties to any of the products we recommend. Our recommendations are based solely on what’s best for each client and we disclose everything, upfront so they know. With Evident Financial, every client relationship we have is built on trust.

Our Promise

We'll educate, simplify, and always do what's in your best interest. We'll help protect you from self-inflicted mistakes and stand by your side in good markets and bad.

We know your greatest goal is to reach retirement with enough money to last the rest of your life. We'll do everything we can to help you achieve that goal.

Our Team

The Evident Financial team is comprised of experts in the investment management and financial advisory industry. Collectively, our team has more than 70 years of experience in wealth management.

David M. Cullen, CFA

CEO and Founder

(814) 425-5182

[email protected]

David has 30 years of wealth and investment management experience including Bank of Oklahoma and PNC Financial. He started his own trust company, Heritage Trust Company, in 1992. After growing client assets to $325 million, Heritage...

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Eric J. Presogna, CPA, CFP

President

(814) 425-5182

[email protected]

Eric has more than 12 years’ experience in the accounting, tax and financial services industries. He specializes in working with individuals and small businesses in helping establish and achieve their financial goals. Eric spent...

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Angela Gast

Creative Advisor

Angela has more than 15 years' experience crafting clear and purposeful communications for ecommerce, banking, education, and nonprofit sectors. She specializes in bridging organizational goals with consumer needs...

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