EVIDENCE WEALTH

At Evidence Wealth - simply put - we follow the evidence. The disciplined approach to our mission helps you address the three types of wealth in your life - each one growing exponentially more important than the one before... In 2019, we began discussing the exciting possibility of merging our more than 50 years of financial industry experience behind a common vision to create a true wealth management firm to serve investors in the Brazos Valley. In particular, we share a mutual dedication to educating investors about the great advantages of evidence-based financial, life, and legacy planning strategies... In addition, we share a burden to help families pass on not only their financial assets - but also their deeply held beliefs, values, and wisdom - to their kids and their grandkids. We help you not only pursue a return on investments for lifetime wealth - but also a Return on Legacy™ that will bring with it invaluable contributions to family, community, and significant causes.

Also known as: Evidence Wealth, LLC

Primary location: Bryan United States