Stop losing sleep over your financial goals
Financial Partners Who Safeguard Your Legacy
Thoughtful, resourceful wealth management and financial planning that defensively shields your family's future.
Since 2008
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Dallas-Based
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National Reach
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100% Referral-Driven
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Since 2008 • Dallas-Based • National Reach • 100% Referral-Driven •
Why High-Net-Worth Families Choose EVOS Financial
A Plan That's 100% Yours
We listen to what you want your money to do for your life, then create a long-term plan that gets you there through our careful, thoughtful approach.
We Get To Know You
When life happens, you reach an advisor who already knows your story, your family, and your goals (not an 800 number).
Clarity, Not Confusion
We explain things in plain English and never push products you don't understand. Clear guidance, period.
How We Protect Your Wealth:
Our Financial Services
Reduce your worries about market crashes destroying your retirement
Comprehensive financial planning that adapts as life changes
Investment strategies focused on steady growth, not gambling
Estate planning that protects your legacy
Insurance strategies that make sense
Let's Build Your Financial Plan Together
At EVOS Financial, we believe wealth and asset management should be a collaborative journey, one where you understand every step and feel confident in every choice. Since 2008, we've been the trusted advisors high-net-worth individuals and families turn to when they want genuine care, not aggressive sales tactics.
Our approach mirrors the hedgehog in our logo—small but mighty, with natural defensive instincts that protect what matters most. We combine prudence, resourcefulness, and protective wisdom to safeguard your family's wealth.
Financial planning shouldn't feel like signing your life away to someone you barely know.
Our process is designed to build trust and
understanding every step of the way.
Choosing the right financial partner should feel PERSONAL
You want an advisor who:
✓ Listens before pitching solutions
✓ Explains things without talking down to you
✓ Thinks decades ahead, not just quarters
You're tired of advisors who:
✗ Promise unrealistic returns
✗ Push products you don't understand
✗ Make financial planning feel overwhelming
THE BLOG
Making Informed Decisions About Your Wealth
Get insights from financial professionals who understand high-net-worth challenges
When you're choosing who to trust with your family's financial future, you need more than sales pitches, you need real advice. Our blog covers the critical questions high-net-worth families ask before selecting their financial partners.
Ready to Stop Worrying About Your Financial Future?
No pressure. No obligation. Just reach out to start an honest conversation about your goals and whether we're the right fit to help you get there.