E.W. Wealth Management
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™