Advisor at MPM Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MPM Wealth Advisors
Location
Lancaster, OH
Credentials
Series 63, Series 65
Industry experience
21 years
Fixed fees for financial planning services; amounts negotiated per client agreement.
$0 - $100,000: Not explicitly stated, but accounts under $100,000 may be declined or subject to different terms $100,000+: 0.75% annually
Hourly charges for financial planning services; specific rates not disclosed in the excerpt.
Account minimum: $100,000 minimum account size Fee-only: Financial planning services offered for hourly or fixed fees; fees are negotiated and documented in individual agreements.
MPM Wealth Advisors, Inc.
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Pickerington, OH
Edward Jones
CFP®, Series 66
Lancaster, OH
Edward Jones
Series 66
Canal Winchester, OH
Edward Jones
Series 66
Lancaster, OH
Edward Jones
Series 63
Lancaster, OH
Edward Jones
Series 66
Pickerington, OH
Merrill
Evan Shvach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2014 and focuses on relationship and wealth management for his team’s clients. Evan provides a comprehensive approach to managing wealth that begins with understanding each client’s priorities and goals, delivering personalized financial strategies tailored to their needs. He offers access to both Merrill’s investment insights and Bank of America’s banking services to address various aspects of clients’ financial lives. Evan’s areas of expertise include college education planning, employee benefits planning, executive compensation, managing new wealth, personal retirement planning, portfolio management, and retirement income. He holds a Bachelor of Science in Finance from The Ohio State University, earned in 2016, and holds the Personal Investment Advisor (PIA) designation. Evan and his wife reside in Pickerington, Ohio. Outside of work, his interests include basketball, cooking, football, golfing, ice hockey, volleyball, and spending time with his family.
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