We founded Evidential Wealth Advisors and joined Raymond James with the idea that a financial planning firm should be built and centered on the question “What is in our clients’ best interest?” After decades spent at large banking institutions it became evident to us that our clients’ interests will be best served in the form of an independent, conflict-free advisory relationship. The promise to put our clients first is why both of our advisors have fulfilled the CFP Board’s rigorous requirements and have obtained CERTIFIED FINANCIAL PLANNER™ certification.
We believe that a scientific, evidence-based approach to investing is the best way to help our clients achieve their long-term financial goals. This means understanding the latest academic research, tailoring it to our clients’ specific needs, and proactively managing each relationship with an unmatched personal level of service and care.
We look forward to helping your family and loved ones look toward the future with anticipation and confidence rather than apprehension and worry.
Tom and Chris
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.