Broker Check
Tailored To You Be a Part of a Team An Approach Designed for You

Who We Are

We are a group of independent financial professionals with a passion for supporting advisors who do the right thing, for the right people, for the right reasons.

Learn more

What We Do

We provide a robust support system for today's financial professional, built on a foundation of years of experience and strong strategic partnerships.

Learn more

Why We Do It

We believe that better advisors build better futures, and that independent advisors provide the highest caliber of service.  But just because you are independent, doesn't mean that you have to be alone.

Learn more

Take Charge of Your Future.

Don’t let momentum dictate the future of your business.

Learn more

Evolution Financial Advisors Holiday Open House

WHEN
Thursday, December 14, 2017

3:00pm - 6:00pm

WHERE

EFA Home Office

580 Fishers Station Drive, Victor NY 14564

 

Behavioral Financial Advisor Designation Training

WHEN
January 17-18, 2018 & February 20, 2018

WHERE

KMS FINANCIAL SERVICES
2001 Sixth Avenue
16th Floor Conference Room
Seattle, WA 98121

Next Level Class #18

WHEN
Tuesday, February 6, 2018 8:00am - 5:00pm & Wednesday, February 7, 2018 8:00am - 12:00pm

WHERE

Securities America’s Corporate Headquarters

Omaha, NE

Upcoming Events