Personal Information
Organização/Local de trabalho
Greater Chicago Area United States
Cargo
Fiduciary Wealth Advisor & Personal CFO for successful professionals seeking to simplify their complex financial lives
Setor
Finance / Banking / Insurance
Sobre
Michael Evans is a Wealth Manager who acts as a Personal CFO for successful families who are motivated to dramatically simplify their financial lives. He is the founder of The Cogent Advisor, a fee-only, independent Registered Investment Advisory firm in Chicago.
A successful entrepreneur himself, Michael has a deep understanding of highly motivated clients and is passionate in helping them:
- Take a holistic view of their lives
- Capture stellar earnings & build durable wealth
- Balance personal & professional risk
Michael’s wealth management philosophy was born when positioning his own family to capture the success of his 20-year career as a proprietary trader at the Chicago Mercantil...
Marcadores
#investing #evidenceinvesting
investing
law
wealth management
financial services
the cogent advisor
chicago exchange professionals
michael evans
Ver mais
Documentos
(3)Personal Information
Organização/Local de trabalho
Greater Chicago Area United States
Cargo
Fiduciary Wealth Advisor & Personal CFO for successful professionals seeking to simplify their complex financial lives
Setor
Finance / Banking / Insurance
Sobre
Michael Evans is a Wealth Manager who acts as a Personal CFO for successful families who are motivated to dramatically simplify their financial lives. He is the founder of The Cogent Advisor, a fee-only, independent Registered Investment Advisory firm in Chicago.
A successful entrepreneur himself, Michael has a deep understanding of highly motivated clients and is passionate in helping them:
- Take a holistic view of their lives
- Capture stellar earnings & build durable wealth
- Balance personal & professional risk
Michael’s wealth management philosophy was born when positioning his own family to capture the success of his 20-year career as a proprietary trader at the Chicago Mercantil...
Marcadores
#investing #evidenceinvesting
investing
law
wealth management
financial services
the cogent advisor
chicago exchange professionals
michael evans
Ver mais