The Evans Falconer Group

The Evans Falconer Team provides nuanced insights and ongoing value to clients – often in ways they never experienced in a previous advisory relationship.  

Our Team assists corporate executives in pharmaceutical, technology and real estate firms, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and generations of extended families residing in more than 20 states.

WE admire the clients we serve and honor their success by being careful stewards of their wealth, values, and commitments.

WE recognize that each client’s life and wealth have purpose. Accordingly, our highly personalized planning-based approach drives each financial strategy – regardless of its complexity.

WE take great pride and feel immense joy in what clients achieve for themselves, their families, and communities.

WE feel privileged when clients turn to us at times of difficulty – the loss of a spouse, illness, or a change of career.

With rewarding retirement lifestyles and meaningful legacies the primary goals of clients, we help clients think strategically about accumulating, structuring and transferring wealth. Making recommendations that are well grounded and supported with straightforward explanations, The Evans Falconer Team satisfies clients who want to know enough to feel comfortable with the decisions made on their behalf and always in their best interest.