Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Our team specializes in understanding clients who seek a customized, balanced approach to wealth management. Because there are many areas of financial interest to our clients, we take the time necessary to listen and educate about available choices so they can make thoughtful and informed decisions appropriate to their needs.
By following a precise and disciplined wealth management process, we help clients identify their most pressing goals and concerns and then develop strategies to help achieve those goals. Our process includes portfolio development, education planning, liability management, tax minimization, asset preservation, and a specific emphasis on helping to assure a lifetime retirement income stream.
We understand that the accumulation and preservation of wealth present different challenges and opportunities to each of our clients. Each family has unique financial circumstances requiring individualized attention. We work closely with our clients' other trusted advisors including attorneys and accountants to address tax, trust, philanthropic and estate issues to include wealth transfer strategies, to truly be an essential part of your long term success.
We believe continuing education is critical to serving our clients' best interests, and our team is committed to that process. Jeff Eveland is a CERTIFIED FINANCIAL PLANNER™ professional and five of our team members hold the professional designation of Chartered Retirement Planning Counselor™, CRPC™ focusing on the specific needs of clients planning for and entering retirement.
The Eveland Group has been recognized nationally for excellence, having been awarded the Forbes**"Best-in-State Wealth Management Teams"** list in 2023 and 2024. Published annually in January. Rankings based on data as of March 31 of prior year. Jeff Eveland has been named to the Barron's**"Top 1,200 Financial Advisors"** list in 2023 and 2024. Published annually February - March. Rankings based on data as of September 30 of prior year.
Our team is entrusted with over $1 Billion in client balances as of October 11, 2024. Let us show you how we can work together to create a financial approach designed around you, your goals and your aspirations.
Join us for an informative market outlook webinar to kick off 2024!
Please choose the time that is most convenient for you and click on the WebEx link to register. Registration is required prior to the event.
Join us for an informative market outlook webinar to kick off 2024!
Please choose the time that is most convenient for you and click on the WebEx link to register. Registration is required prior to the event.
CFP®, CPFA™, CRPC™
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
