Advisors at this firm
Terry T
Series 63, Series 65
Boerne, TX
Evidence Advisors Investment Management
Terry Thill is a financial advisor with Evidence Advisors Investment Management in Boerne, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Cetera Advisor Networks LLC for five years before joining Evidence Advisors in 2018. Outside of advising, he is an active CPA tax preparer and consultant, serves as financial committee chairman for Hope Church, and is involved in high school wrestling as a referee and treasurer for the Alamo Area Wrestling Officials Association. Evidence Advisors Investment Management provides discretionary investment management, financial planning, and qualified retirement plan advisory services to individuals, trusts, foundations, corporations, small businesses, and plan sponsors. The firm employs an evidence-based investment process emphasizing passive/index fund portfolios and offers both ERISA 3(21) advisory services and discretionary 3(38) plan fiduciary management.
Wyatt M
CFP®, Series 63, Series 65
Boerne, TX
Evidence Advisors Investment Management
Wyatt Moerdyk is a CFP® with 21 years of experience in the financial services industry. He has been with Evidence Advisors Investment Management since 2016 and previously worked at Cetera Advisor Networks. In addition to his advisory role, he is involved in selling life insurance, annuities, and long-term care products. Evidence Advisors Investment Management provides discretionary investment management, financial planning, and qualified retirement plan advisory services to a diverse client base including individuals, trusts, foundations, and businesses. The firm employs an evidence-based investment process that emphasizes passive management, asset allocation, and incorporates multiple analytical methods, serving approximately 81 clients with $69.4 million in assets under management.