Do you provide comprehensive financial planning?

Yes. As CERTIFIED FINANCIAL PLANNERTM practitioners, we pride ourselves on offering comprehensive financial planning advice to our clients. 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 pursue your stated goals.

What is your investment philosophy?

Our philosophy is to develop a thorough and ongoing assessment that includes both tactical as well as strategic options. We believe this helps us work with our clients in ways to potentially plan for the growth, distribution and multi-generational preservation of assets.

Why should I hire you instead of doing this myself?

We do more than just create financial plans or invest assets—we help our clients make financial decisions. We serve as a sounding board to help you make informed decisions that can impact your financial future. We want to be there every step of the way to help navigate the often complex life changes that affect you.

Who is your typical client?

Our typical client is someone that has a dedication to something – whether that is their career, philanthropic endeavors, a hobby or family. Utilizing our services helps our clients focus their time and energy on those areas in life where they are most passionate.

Do you work with non-university employees?

Yes. Although we specialize in working with those employed by hospitals, universities, and K-12 schools, we do work with families outside of the non-profit space by referral.

Do You Follow a Fiduciary Standard?

Yes. Advisors at Evangelista & Associates are fiduciaries through Capital Asset Advisor Services, LLC.    The fiduciary duty is the highest standard of care in our industry and our advisors act with the utmost loyalty and good faith to our clients. 

Advisors acting as a Fiduciary, are you required to have this standard of care at all times?

Yes. At Evangelista & Associates, we started our practices as fiduciaries by choice. As fiduciaries, our advisors are always required to act in the best interest of our clients.

What is the CERTIFIED FINANCIAL PLANNERTM (CFP) designation?

Most people think all financial planners are “certified”, but this isn’t true. Many people use the title “financial planner”. Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics, fiduciary responsibility and professionalism.

How do you get paid?

We charge our clients annual advisory fees based on the amount of assets we are managing. Under certain circumstances, a financial planning fee may be charged in lieu of advisory fees. Where appropriate, commissions may be charged on non-advisory assets.

Is there a fee for the first meeting?

No. As an extension of our service to the person that referred you, our initial consultations are complimentary..