We want you to sleep better knowing your financial future is in good hands
Financial Planning & Investment Advice You Can Lean On For Decades
When you need advisors who listen first and advise second, discover why high-net-worth individuals consistently choose EVOS for wealth management that adapts to life’s changes and challenges.
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Referred by Friends
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Focused on Your Family's Future
• Referred by Friends • Focused on Your Family's Future
The EVOS Difference: What Really Matters
We Prioritize Relationships
Many advisors start pitching within 10 minutes. We spend our first meeting seeking to deeply understand what you want your money to accomplish so we can make strategic, appropriate, custom recommendations.
Planning For The Long-Haul
While Wall Street thinks in quarters, we plan in decades. Your financial strategy accounts for life changes you haven't even thought of yet.
No 800-Number Frustration
You get direct access to advisors who know your situation. No phone trees, no explaining your story to strangers.
What We Offer
Everything you need under one roof - no more juggling multiple advisors
ASSESS → SET MULTIPLE GOALS → EXECUTE → MANAGE → ADJUST
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Financial Planning - Custom roadmaps for retirement, education funding, and major life transitions
Wealth and Asset Management - Long-term investment strategies focused on decades, not quarters
Investment Advisory - Portfolio management and asset allocation strategies
Tax Planning - Coordination with your CPA for tax-efficient strategies
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Estate Planning - Protecting your assets and coordinating with your existing legal team
Life Insurance Planning - Strategic coverage decisions without the typical sales pressure
Risk Management - Comprehensive protection aligned with your risk tolerance for your financial future
Business Planning - Succession and exit planning for business owners
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Regular Reviews - Customized milestone check-ins and annual strategy updates
Life Transition Support - Guidance through major changes and decisions
Financial Education - Understanding your wealth strategy and options
See what financial planning feels like when relationships come first.
Here's what happens next:
Reach out and we'll schedule your complimentary initial meeting
Strategy session to understand your complete financial picture
Custom plan creation built WITH you in real-time, managed FOR you
Corporate Financial Planning Services
We Serve:
Professional Services • Healthcare Organizations • Technology Companies • Financial Services
Give your team the kind of financial support that helps them feel confident inside and outside of work. Our professionals provide one-on-one planning, investment guidance, and ongoing support so employees can worry less about money and focus more on what they do best. It’s a meaningful benefit that shows you care about their long-term well-being, not just their performance.
Still Have Questions about EVOS Financial Services?
Here's what high-net-worth individuals typically ask before their first conversation:
How much do you charge for your financial services?
Our fee structure varies based on the services you need and the complexity of your situation. We'll discuss all costs upfront during our initial conversation so there are no surprises.
Do you work with clients outside of Texas?
Yes, we serve clients nationwide. While our office is in Dallas, we work with individuals and families across the United States.
Can you help with my company's employee benefits?
Absolutely. We partner with companies to provide financial planning services as an employee benefit. This can include individual planning sessions, group education, and executive compensation planning. Learn more here.
What makes you different from other financial professionals?
We listen before we advise. No one-size-fits-all solutions or high-pressure sales tactics. We take time to understand your goals and concerns before creating any recommendations, and we're here for the long-term relationship, not just the transaction.
Who is a high net-worth individual?
Generally, high net-worth individuals have investable assets of $1 million or more, excluding their primary residence. However, we don't focus solely on asset thresholds. We work with successful individuals and families who value personal relationships and strategic financial planning, regardless of where they are in their wealth-building journey.
How often will we meet?
It depends on your preferences and needs. Some clients prefer quarterly check-ins, others meet annually, and some only when major life changes occur. We'll work together to determine what schedule makes sense for your situation.
What's the minimum investment to work with you?
We don't have a rigid minimum. Our focus is on finding the right fit between our services and your needs. If we're not the right match, we'll be honest and transparent from the start.
Current Client Portal
Click below to access your client portal
Client Resources
Within the personal finance industry, here are a few client resources we consider to be outstanding:
Ready to Build a Financial Partnership That Lasts Decades?
We take time to understand your unique goals and priorities, then create strategies that evolve with your life's biggest moments.
No generic advice. No short-term thinking. Just professional guidance focused on what matters most to you and your family.