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Committed to Excellence

We believe the Independent model is the best model in the industry. We share your entrepreneurial spirit, and as business owners ourselves, we face the same challenges. We are able to see things from your perspective because we’ve been where you are.  We never lose sight of our common goal: a simplified, independent, and successful partnership. We believe in the importance of providing only those products and services that are best suited to your clients' needs (and through Securities America, our broker/dealer partner, you have access to a wide range of non-proprietary investment options and advisory products and platforms). Your personal and professional satisfaction are paramount to our success as a company.

We Work ON Your Business, So You Can Work IN Your Business

Like most successful advisors, you're in this industry because helping your clients plan  their financial futures is your passion. The "business of running a business" can often keep you from doing what you do best. Partnering with Evolution Financial Advisors provides you with the increased flexibility and earning power that comes with owning your own business, along with the benefits of a team collaboration, reduced costs, and shared administrative support that comes with being part of a group.

Owning your own business isn't always easy. The headaches and expenses associated with technology, compliance, and business development continue to rise. Affiliation with an established OSJ firm can help reduce the stress of running your own financial services practice. As your primary point of contact on all business relating to the broker/ dealer, we provide the resources you need to process client business, review investment strategies, remain compliant with industry rules and regulations, keep ahead of changing technology trends, engage with the latest tools and resources, and more. With friendly staff, broad and deep resources, and experience supporting advisors, our goal is to help you run an efficient, productive, and enjoyable practice.