A complete list of active advisors currently associated with William Evans Investment Advisor

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William Evans Investment Advisor provides investment advisory and residential real estate advisory services to individual clients, offering financial check-ups, written investment plans, and tools to evaluate property opportunities (including buy-and-hold, rehab-and-flip, syndications, and land). The firm states it will not take custody of client funds, will not exercise investment discretion, and delivers reports and recommendations clients can implement. The firm’s investment approach is value-oriented and long-term, relying on proprietary algorithms and valuation models to identify mispriced equities and determine target purchase prices. It emphasizes patience—waiting for sufficient market undervaluation before buying—and states it will only invest in companies in which the adviser would be willing to invest personally. A distinctive operational feature is the fee structure: the firm does not use percentage-of-assets-under-management or performance-based fees and instead charges fixed fees for financial check-ups and planning services, which is uncommon for firms in this category. The principal combines more than two decades of market investing experience, an MBA in finance, proprietary quantitative tools, and active residential real estate experience, a mix that informs both its equity selection and property advisory work.

To learn more about the advisors currently working at William Evans Investment Advisor, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.