Built to Support Advisors. Period.

Our purpose is simple: give advisors the clarity, tools, and partnership to keep growing.

Our Founding Principles

From the beginning, we built Evolution on a set of principles that reflect both our values and the needs of independent advisors.

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Independence

We believe clients are best served by advisors who own their firms and make decisions free from outside agendas. Our role is to give you the support and infrastructure to keep that independence intact.

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Focus

The work of an advisor doesn’t stop at advice; it stretches into every corner of running a business. We take on the operational weight so you can keep your focus where it belongs: serving clients and growing your business.

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Service

Support should feel personal. Whether it’s compliance, technology, or marketing, our team is here to help you navigate the details with care and responsiveness.

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Community

Independence doesn’t mean isolation. Through networking events, family gatherings, and shared learning opportunities, we foster a community where advisors, teams, and families can connect and grow together.

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Excellence in Practice

We hold ourselves to high standards in everything from compliance to operations. By staying ahead of industry changes and responding quickly to your needs, we help you deliver the same consistency and trust to your clients.

Meet Our Dedicated Team

We’ve assembled a team of experienced industry professionals who are passionate about serving independent advisors. Whether it’s compliance, transition support, marketing, or day-to-day operations, our team is designed to be an extension of yours. With Evolution, you have a partner you can count on for timely responses, proactive guidance, and white-glove service.

Victoria Bach, BFA™

President

D. Robert Anderson, BFA™

Vice President

Chris Virgil, BFA™

Assistant Vice President

Brian Eaton

Assistant Vice President, Business Development

Elizabeth Carter

Senior Supervision Analyst

Alissa Lusardi

Supervision Analyst

Mandy Szewczuk

Marketing & Operations Coordinator

I stay with Evolution because of the support it provides for the advisors. In addition, their depth of understanding of our business is invaluable. The team approach and communication between all parties involved gives them more of a personal relationship with our branch personnel, well beyond what I have experienced elsewhere.

Guy Guarrera, Estate & Financial Planning Associates

The above statement was provided by financial professionals associated with Evolution Financial Advisors and affiliated with Osaic Wealth as investment adviser representatives.

Frequently Asked Questions

Does Evolution Financial Advisors provide a transition coordinator?

Yes! Every new member of the Evolution family is assigned a dedicated transition coordinator who acts as your liaison and advocate with the rest of our Evolution team as well as our broker dealer and RIA.

How quickly will Evolution Financial Advisors respond to my requests for help?

We provide direct access to all team members and respond to most requests within the same day. No confusing phone mazes or endless hold times.

What kind of marketing support can I expect?

The very best kind! We partner with marketing consultants who can assist in every aspect of marketing your practice, from logo design to AI search optimization.

Can I market my own brand to my clients?

Absolutely! Building your own brand is highly encouraged at Evolution Financial Advisors. In fact, there are no producing financial professionals who use the Evolution Financial Advisors brand. No client-facing marketing means no competition for clients.

Can I own a website based on my brand?

Yes, and if you don’t have one already, our marketing consultants can help you get one up and running in no time.

Can I reference Evolution Financial Advisors in my marketing materials?

Your brand means the most to your clients and prospects, so we encourage you to put emphasis there. Your affiliation with Evolution should be a footnote in the program, not the marquee.

What does affiliation with Evolution Financial Advisors cost?

We offer highly competitive services for highly competitive pricing.

If I join, am I an employee of Evolution Financial Advisors?

No, we support independent financial professionals and their businesses.

In terms of my clients investments, am I free to make my own decisions on products and programs?

Yes, as an independent advisor, you are encouraged to find the best products and programs that work for your clients. Our consultants can assist you with finding the right choices for you.