Partnering with Evolv
Evolv Your Practice
Evolv was created for advisors who want to do more for their clients, earn more for themselves, and break free from the constraints of traditional firms.
Founded in 2022 and privately held and headquartered in Charlotte, NC, Evolv is powered by a large national RIA and a successful, boutique family office.
Growth
Embracing the role of an Evolv Personal CFO positions an advisor for growth by providing exceptional, customized financial guidance that attracts new clients and fosters lasting relationships built on trust and expertise.
Opportunity
By partnering with Evolv Family Wealth, advisors not only gain access to a network of affluent clients but also benefit from collaboration with other experienced professionals, creating new business opportunities and fostering a community of shared expertise in wealth management.
Guidance
Advisors seeking guidance and improved back-office management will find partnering with Evolv Family Wealth advantageous, as it provides comprehensive support, streamlined processes, and expert insights, allowing them to focus on nurturing client relationships and growing their business.
Independence
Advisors seeking greater independence than traditional wirehouses or broker-dealers can offer will benefit from becoming a Personal CFO with Evolv Family Wealth, as it empowers them with the flexibility, autonomy, and support needed to provide exceptional financial guidance while nurturing their own thriving practice.
Growth
Embracing the role of an Evolv Personal CFO positions an advisor for growth by providing exceptional, customized financial guidance that attracts new clients and fosters lasting relationships built on trust and expertise.
Opportunity
By partnering with Evolv Family Wealth, advisors not only gain access to a network of affluent clients but also benefit from collaboration with other experienced professionals, creating new business opportunities and fostering a community of shared expertise in wealth management.
Guidance
Advisors seeking guidance and improved back-office management will find partnering with Evolv Family Wealth advantageous, as it provides comprehensive support, streamlined processes, and expert insights, allowing them to focus on nurturing client relationships and growing their business.
Independence
Advisors seeking greater independence than traditional wirehouses or broker-dealers can offer will benefit from becoming a Personal CFO with Evolv Family Wealth, as it empowers them with the flexibility, autonomy, and support needed to provide exceptional financial guidance while nurturing their own thriving practice.
How Evolv Differs
Evolv Beyond Investments & Insurance
Evolv advisors benefit from a comprehensive range of top-tier solutions, founded on an independent and impartial platform. This empowers you to deliver exceptional value to your clients while simultaneously diversifying and augmenting your own revenue streams.
The future of advice is full-service planning along with managing the execution of that advice. You can spend years building a platform that can do what Evolv does, or you can be the advisor of the future now.
Our Team
The team behind Evolv Family Wealth is a diverse group of seasoned professionals, each bringing extensive industry experience and a commitment to excellence, working collaboratively to deliver unparalleled financial guidance and support to both advisors and their clients.
Unlock Your Potential
Embark on a rewarding journey as a Personal CFO by forging a partnership with Evolv Family Wealth, harnessing their comprehensive expertise, unwavering support, and exceptional growth opportunities to elevate your professional aspirations.
