It Starts With You
You may be an experienced investor trying to navigate through an increasingly complex financial environment or you may be in the early stages of establishing a personal financial strategy. You may be seeking a full-service planning approach or perhaps seeking a second opinion in one specific area.
Trusted Advice. Simplified. Since 1964
Using a refreshingly simplified process, your Evangeline Wealth Management Advisor will provide you with unbiased, qualified advice to ensure that you are headed in the right direction. Deciding on the best financial course can be challenging. We provide planning direction in all areas and often work with other professionals to deliver consolidated information. Whether it is helping you coordinate your existing strategy or creating one from scratch, your Evangeline Advisor is uniquely qualified to keep each area of your plan on the right course. This approach will often save you both time and money.
Our Process. Proven.
We use a simplified, uncluttered, yet highly proven process when ultimately preparing financial recommendations for you. This may be done through a combination of in-person, virtual, and phone meetings, whatever best fits your schedule.
Assess
Your financial information.
Clarify
Your current financial & investment strategy.
Review
Your goals & investment objectives.
Deliver
Your personalized action plan.