- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Berwyn, PA 19312
Erik Evans is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Erik has a rather odd definition of “wealth” – one that encompasses much more than piling money into various investment vehicles. He developed his definition firsthand, helping people of the former Soviet Union grasp the brand-new concepts of individual achievement and entrepreneurialism. It quickly became apparent that the greatest asset of all is having the freedom to plan one’s own future. Money is simply the vehicle that gets you there and knowing how to use it for good is the key.
Twelve years later, Erik returned to the States and earned his CERTIFIED FINANCIAL PLANNER™ designation, eager to share his approach with entrepreneurs, professionals, and individuals who also see wealth as a powerful means to fulfilling a meaningful life. A former ex-pat himself, he serves as “home base” for many US professional working abroad, and has a special place in his heart for small business owners.
Consulting more than forty businesses over his career, he recently established a thriving dental specialty practice for his wife, Marianna. He makes time to provide financial counseling to low-income families in Philadelphia, and frequently lectures at local universities on dental and medical start-ups. Most of his clients value his keen attention to detail, extensive financial experience and sharp focus. Others just like to meet to discuss current political and economic affairs in Eastern Europe, and to hear him speak Ukrainian with Marianna.