Meet Evan
Evan is a Wealth Advisor in Herndon, Virginia. He joined Mercer Advisors in 2022 after serving as Associate Advisor at Signature Estate & Investment Advisors (SEIA). Prior, he served as Financial Planning Analyst at Edelman Financial. Evan began his financial services career in 2002. He is a CERTIFIED FINANCIAL PLANNER® professional and earned a BBA in operation management at James Madison University.
Evan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Evan has focused experience in these areas:
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- Helping dentists balance personal wealth goals with the demands of running a practice
His working style
Evan is passionate about helping clients achieve Economic Freedom™. He enjoys educating and advising them on the benefits of comprehensive, integrated financial planning — encompassing tax, legal, and risk management strategies. Known for his warm, personal approach, Evan is committed to delivering a high level of service while building lasting relationships with his clients.
Evan in real life
What keeps you busy outside of work?
My wonderful wife and three children.
What keeps you busy outside of work?
Getting back to the basics of nature: skiing, rock climbing, biking, and enjoying the sunshine.
Why do you like working at Mercer Advisors?
I’ve never had a better group of coworkers that shows up to improve their clients’ lives like we have here.
Meet Evan’s Teammates
Jody Wyatt
Sr. Client Service Specialist
What Evan Says
Jody is competent, experienced, and willing to figure out a solution to whatever comes up next. She allows me to focus on clients instead of the complexities of working with our partners and our various systems.
Ready to learn more?
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