Help Your Team Thrive With Personalized Financial Services for Employees
Our seasoned experts help your team build financial confidence with personalized planning services that go beyond basics.
Why Offer Workplace Financial Planning Services
✓ Attract and retain top talent
Stand out with benefits that truly matter
✓ Reduce financial stress
Help employees focus on work, not money worries
✓ Differentiate your benefits package
Go beyond standard offerings
What We Provide Your Team
Give your employees comprehensive financial services - delivered right to your workplace
-
Personal Financial Planning - One-on-one sessions tailored to each employee's situation and goals
Wealth and Asset Management - Professional investment advice typically reserved for high-net-worth individuals
Investment Advisory - Portfolio management strategies for employees at every income level
Tax Planning - Coordinate with employees' CPAs for maximum efficiency
-
Life Insurance Planning - Strategic coverage decisions without the typical sales pressure
Estate Planning Coordination - Work with employees' existing legal teams for comprehensive planning
Business Planning Support - Help employees with side businesses or entrepreneurial ventures
Philanthropic Planning - Guidance on charitable giving and tax-efficient donation strategies
-
Regular Financial Check-ins - Scheduled reviews as life circumstances change
Financial Education - Workshops and one-on-one education sessions
Life Transition Guidance - Support during major changes like marriage, divorce, or career moves
The result? Your employees get access to premium financial planning services that reduce money-related stress and improve their overall financial confidence.
Ready to offer professional financial planning to your team?
What Your Employees Can Expect When Working with EVOS Financial
Real Financial Planning - Not just investment advice or pushy insurance sales
Personal Attention - Individual, customized sessions
Ongoing Support - Relationship-based guidance as life changes
Confidential Service - Complete privacy from employer
The EVOS Difference:
Your employees receive the same quality financial planning we provide our direct clients, not watered-down group sessions or generic advice.
Industries We Serve Nationwide
Professional Services Firms
Law firms, accounting practices, consulting companies
Professional Services Firms
Law firms, accounting practices, consulting companies
Healthcare Organizations
Medical practices, dental groups, healthcare systems
Healthcare Organizations
Medical practices, dental groups, healthcare systems
Technology
Companies
Software firms, startups, established tech companies
Technology
Companies
Software firms, startups, established tech companies
Financial
Services
Banks, credit unions, investment firms (non-competing services)
Financial
Services
Banks, credit unions, investment firms (non-competing services)
Getting Started
Reach out today and we'll guide you through our simple 4-step process:
Step 1: Discussion about your company's needs and goals
Step 2: Custom program design and pricing proposal
Step 3: Employee communication and program launch
Step 4: Ongoing service delivery and program management
Ready to Enhance Your Employee Benefits Package?
Give your team access to custom, professional, relationship-driven financial planning that can truly impact their lives and their performance at work.
