Simple

Transparent

Holistic 

Independent CERTIFIED FINANCIAL PLANNER™ 

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About 

E.W. Wealth Management 

2018 Photo - Evan.jpg

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:

  • 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.   

  • 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. 

  • 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.  

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

      Evan Werckenthien         CERTIFIED FINANCIAL PLANNER

CONTACT ME

Over the phone or online

If you would like to be contacted:

Evan@EWwealth.com

 

317-587-0858

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Carmel (mailing): 

600 E. Carmel Dr

Suite 130

Carmel, IN 46032  

Noblesville: 

13110 Harrell Parkway 

Suite 100

Noblesville, IN 46060

         

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