Advisors at this firm
Johanna M
Series 65
Plano, TX
EvoAdvisers
Johanna Mussro is a financial advisor at EvoAdvisers with one year of industry experience. She holds a Series 65 designation and previously worked at BlueSky Wealth Advisors, LLC and Opes Advisors. EvoAdvisers provides ongoing financial planning and discretionary portfolio management to individuals, business owners, trusts, retirement plans, and charitable organizations. The firm follows a fee-only model and emphasizes customized investment policy statements with diversified asset allocation, primarily using exchange-traded funds and no-load mutual funds.
John C
CFP®, Series 65
Richmond, VA
EvoAdvisers
John Clair is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He has been with Evolution Advisers since 2016, working as part of a five-advisor team based in Richmond, VA. EVOadvisers provides financial planning and discretionary portfolio management to individuals, business owners, trusts, retirement plans, and charitable organizations. The firm emphasizes fee-only, customized investment strategies with a focus on diversified asset allocation using ETFs and no-load mutual funds, serving 167 clients with approximately $337 million in assets under advisement.
Stephen F
CFP®, Series 65
Richmond, VA
EvoAdvisers
Stephen Fletcher is a CFP® and holds a Series 65 license with nine years of industry experience. He currently works at EVOadvisers, where he has been since 2022, following prior roles at Bluesky Wealth Advisors, LLC, and AJ Wealth, LLC. EVOadvisers provides financial planning and discretionary portfolio management to individuals, business owners, trusts, employer retirement plans, and charitable organizations. The firm uses a fee-only model with customized Investment Policy Statements focused on diversified, strategic asset allocation, serving 167 clients with approximately $337 million in assets under advisement.
David O
CFP®, Series 63, Series 65
Richmond, VA
EvoAdvisers
David Obrien is a CFP® professional with 21 years of industry experience. He has been with EvoAdvisers since 2016 after a decade at O'Brien Financial Planning. Based in Richmond, VA, he holds Series 63 and Series 65 licenses. EvoAdvisers is a team of five advisors providing fee-only financial planning and discretionary portfolio management to individuals, business owners, trusts, retirement plans, and charitable organizations. The firm emphasizes customized, diversified asset allocation using ETFs and no-load mutual funds, serving 167 clients with approximately $337 million in assets under advisement.
John O
Series 65
Richmond, VA
EvoAdvisers
John O'Brien is a financial advisor with EvoAdvisers in Richmond, VA, holding a Series 65 designation and three years of industry experience. Before joining EvoAdvisers in 2020, he worked at Mercaris and Wild Earth Fermentation, and his background includes roles in education and hospitality. EvoAdvisers provides financial planning and discretionary portfolio management to individuals, business owners, trusts, retirement plans, and charitable organizations. The firm emphasizes fee-only, customized investment strategies focusing on diversified asset allocation primarily through ETFs and no-load mutual funds, serving over 160 clients with more than $330 million in assets under advisement.
