We focus on the things that never change.

At Evidence Wealth – simply put – we follow the evidence. The disciplined approach to our mission helps you address the three types of wealth in your life – each one growing exponentially more important than the one before.

Message From Our Founders

Financial Wealth

Job One of Financial Wealth is to make sure your dollars outlive your days – and not the other way around. The evidence to accomplish this is found in more than half a century of robust Nobel-prize winning research. The simple truth is that free capital markets work – if you let them. We help you design a portfolio strategy using comprehensive true wealth management principles.

Evidence-based investing

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Life Wealth

Life Wealth involves redeeming your time and talents in a way that reflects your unique goals, desires, and values. Our Life Impact® Stewardship Journey eliminates unnecessary risks you may be taking now and then optimizes all aspects of your financial plan.

Evidence-based Planning

Legacy Wealth

At some point we all must ask ourselves, “What will my legacy be?” For the overwhelming majority of us – this is not a money question. It’s about family. Nothing is more important than our kids and grandkids. What values will we leave them? What wisdom will we impart?

Evidence-based Legacy