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Our Approach

Just as prescription before diagnosis may be considered malpractice, we believe investing before planning is the equivalent in our profession. Financial planning includes the setting of goals and objectives, a detailed assessment of your current situation and the development of specific strategies designed to help you achieve your stated goals.

We do more than just create financial plans or invest your assets—we help you make better financial decisions. We serve as your sounding board to help you make informed decisions that will impact your financial future.

That’s what makes our Financial Consultants different. It’s like having your own personal financial hotline. We want to be there for you every step of the way to help navigate the often complex life changes that affect you.

Your Life Wrapped Up In a Box

Wouldn't it be nice to have one place to find all of your essential financial information?

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Getting to Know Evangelista & Associates

Watch about our company's principles and how we operate before making an appointment.

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Are you a Medical Professional?

Medical Professionals dedicate their time caring for their patients and their family. We can help take care of your financial health while you continue to help others.

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What's the process?

We are here to help you Organize, Analyze and Plan. Click below to find out how…

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