Evolve Advisor Group

Evolve Advisor Group Focusing on creating better outcomes for our clients through education, planning, and technology. F Why Evolve?

Education, transparency and service… we founded Evans Financial Partners on these pillars in March 2007. At the time, we were entering a fragmented industry. Brokers, agents, and salespeople created and sold products benefiting themselves over the people they served. Yet, there was a small group of fiduciary advisors breaking the mold and putting clients' needs first. Fast forward 10+ years and th

is group continues to push the financial services industry to evolve into like-minded professionals focused on unbiased advice over the bottom line. Not only has our industry evolved, but the clients we serve have too. We started out helping a few families and businesses, but our services expanded as our clients' stories unfolded. The solo firm that was once Evans Financial Partners is now Evolve Advisor Group. We're still committed to education, transparency, and service—but now we have an entire team of professionals ready to cultivate the ever-evolving stories our clients are writing. Whether it's embarking on retirement, starting a 401(k) for employees, selling a business, or changing jobs, our team is committed to helping you navigate the ever-changing financial waters so you can live your best life starting now.

10/12/2020
If you haven't had a chance, please take a moment to read our Q2 2020 letter to shareholders which we released back in J...
10/12/2020

If you haven't had a chance, please take a moment to read our Q2 2020 letter to shareholders which we released back in July.



As we continue to take precautions surrounding the COVID-19 Pandemic, we look to review the second quarter of 2020. In our previous letter we discussed how most of us wished we had moved to cash prior to the COVID-19 led bear market...

We have seen some trendy and fashionable investment options begin to pop up in the marketplace so far this year. Nobel l...
10/12/2020

We have seen some trendy and fashionable investment options begin to pop up in the marketplace so far this year. Nobel laureate Eugene Fama said, "There's one robust new idea in finance that has investment implications maybe every 10 or 15 years, but there's a marketing idea every week."


Fashion – Appropriate for your Wardrobe, not your Portfolio Parker Gerard – Financial Advisor Fashion is something I know almost nothing about. I mean, I try to match my belt with my shoes, and I’ve been told I...

What should you do with your old 401k plan? We received so many questions about the topic that we decided to write a blo...
10/06/2020

What should you do with your old 401k plan? We received so many questions about the topic that we decided to write a blog post about it!

What to do with Old Retirement Accounts? Parker Gerard – Financial Advisor “I’ve left my old company, what do I do now with my 401k?” Well, the answer really depends on your current situation, but there are...

Long week of virtual conferences for us both. Plenty of great information from our friends at NAPA and RPAG. Thankful t...
09/18/2020

Long week of virtual conferences for us both. Plenty of great information from our friends at NAPA and RPAG. Thankful to get outside, share a meal together and catch up! Happy Blu could join us too, dog friendly, great food and drink at .

09/18/2020

The experience of others can teach you a lot about how to craft your own definition of achievement.

Address

2208 Hillcrest Street
Orlando, FL
32803

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14079518875

Website

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