SEC CRD #801-136032
Evident Financial | Official Site | Erie, PA 302 French St., Erie, PA 16507 (814) 425-5182 CLIENT LOGIN Home" /> Fiduciary Financial Advisors. More than just investment advice. Serving individuals and employer 401(k) plans. Partnered with Charles Schwab Co., Inc. Schedule an Appointment Financial Challenges Can Be Overwhelming At Evident Financial , we have decades of financial planning and investment advisory experience to help manage the entirety of your financial life. We ll help you make smart money decisions. What's on Your Mind? Does this sound like you? How can we tell if our financial advisor is a fiduciary? Why does it matter? Longevity runs in our families. I m afraid future healthcare expenses will deplete our savings. Without our financial advisor, attorney, and CPA working together, w e feel we're leaving money on the table. Our investment accounts are hard to keep track of. We want to see all our assets in one place. The more money you have, ironically, the more worries you might have too. It doesn t have to be this way. Schedule an Appointment Develop a Roadmap with a Clear Destination Our Core Services Invest Establish an investment plan Protect assets in downturns Diversify assets Pay lower investment fees Plan Create a financial plan Reduce and defer taxes Manage cash flow Plan your estate Organize Declutter your finances Prepare the information your family needs in an emergency List your assets, property, important documents all in one report Schedule an Ap
RICHARD MARKOWSKI
CHIEF COMPLIANCE OFFICER
๐ (814) 425-5182
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AUM
$150M
Location
ERIE, PA
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