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About Evan 

Certified Financial Planner™

Evan Werckenthien, CFP®

I look forward to learning about your dreams and goals!

Business

Evan Werckenthien is the founder of E.W. Wealth Management and has been a financial planner since graduating from Butler in 2012.  In 2013, Evan earned his Certified Financial Planner designation.  The CFP® mark are the standard of excellence in the industry.  Evan is a fiduciary, meaning he has a legal obligation to always put his clients' needs first.  Click here to learn more about the CFP® designation.  Check the background of E.W. Wealth Management,  Evan Werckenthien on FINRA's BrokerCheck

Passion

 

Evan has a passion for helping others improve their financial lives through education and planning.  Good financial planning should be available to everyone and not just those who are already financially successful.  Because of that, Evan's unique pricing model allows for the opportunity to work with any individual, regardless of an individual's net worth or assets under management.  

Personal 

Evan met his wife, Lynn, at Butler, and they now have two children together, Alice and Max.  When he isn't spending time with them, he enjoys participating in triathlons, woodworking, and growing vegetables in his garden.

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC . Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. E.W. Wealth Management and Cambridge are not affiliated.

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

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