Message from our founder

Have you ever felt that the investment management industry was designed for someone with a lot more money? Or that it was needlessly confusing or put the interests of advisors and fund companies ahead of yours?

It was.

Since the earliest days of Wall Street, financial firms have held pretty much all the cards, leaving all but the wealthiest individual investors on the outside looking in. Our purpose in launching Evident Financial is to turn the traditional financial advice equation inside out.

We put investor interests first.

We accept no compensation of any kind from financial product providers.

Our allegiance is solely to our clients.

And we’re committed to leverage the latest technology to improve the investor experience and keep costs low.

We look forward to learning more about your financial situation and how we can work together to build and protect your assets.

David M. Cullen, CFA
Founder and CEO