Evan Werckenthien helps individuals and businesses make better financial decisions in both their daily lives and long-term plans and is conveniently located in CARMEL and NOBLESVILLE.

 

My main goal is to help clients make well-informed decisions on all financial matters, not just investments.  Coupling that with a great customer experience focused on your goals, priorities, and aspirations creates custom advice that is not cookie cutter in nature. 

 

I believe in providing financial advice in a manner that is simple, transparent, and holistic:

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• Simple - The financial industry does not have to be as extraordinarily complex and confusing as it is made out to be.  One should not need a degree in finance to understand one's personal finances.  It is important that recommendations and their rationale are understood by clients.   

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• Transparent - Clients should never wonder if their advisor is acting in their best interest.  That is why being a fiduciary is so important.  Being a fiduciary establishes a legal obligation to put clients' needs first.  I discuss options, rationale, and fees with clients in order to build trust and ensure transparency.  Click here to learn more about being a fiduciary and its standard of care. 

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• Holistic - Financial planning is more than just optimizing investments and portfolios.  It is even more than just money.  It is a top down approach starting with big questions and discussions.  What is important to me? Where am I going?  Focusing on real-life problems and leveraging that to drive planning provides a higher quality of planning.  

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Check the background of E.W. Wealth Management,  Evan Werckenthien on FINRA's BrokerCheck

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