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Professional financial advisors face many challenges when trying to meet and exceed their clients' needs. Evolution Financial Advisors (EFA) offers you a unique and valuable combination of an experienced branch-level support structure and a culture of independence.

We go the extra mile. Our goal as an OSJ is to do more for our advisors and their staff than just fulfilling required supervisory and compliance responsibilities. We will serve as your primary point of contact on all business relating to the broker/dealer, and we will provide the resources you need to process client business, review investment strategies, and remain compliant with industry rules and regulations. We seek to provide advisors with an opportunity to achieve more professional satisfaction by helping  them reach their income goals-- and work/ life balance goals-- and make it easier for them to do business by providing back office support, marketing support, guidance in data processing, and access to a wide range of financial products and services.

Some of the extras that contribute to a strong value-added culture for our firm include:

  • Business development and professional growth
  • Assistance with the submission and review of advertising and marketing materials
  • One-on-one customer service
  • Supervisory oversight and due diligence
  • Financial planning strategies and support
  • A collaborative group environment
  • Assistance with your strategic plan for growth and expansion
  • A solid infrastructure to provide extra business review, contributing to fewer rejection and you getting paid quicker
  • Regular meetings to help you remain up-to-date on the latest products and enhancements

Our wide range of support services are aimed at helping you stay focused on your clients while minimizing the time and energy you spend on non-revenue producing activities. EFA's friendly staff, broad and deep resources, and seasoned experience at supporting advisors can help you run an efficient, productive and enjoyable practice.EFA's friendly staff, broad and deep resources, and seasoned experience at supporting advisors can help you run an efficient, productive, and enjoyable practice.

Call Chris Virgil at (585) 433-9124 today to confidentially discuss how EFA can help you reach a new level of success.