Evans May Wealth

Evans May Wealth

Financial Services

Carmel, Indiana 644 followers

Guiding clients through the complexities of meaningful wealth

About us

As an independent advisory firm with deep family roots stemming back to 1974, the team specializes in providing wealth planning for families, executives, and business owners. Evans May Wealth partners with Charles Schwab to provide clients with the ultimate wealth management experience, financial security, asset protection, and cutting-edge technology. The firm is focused on helping clients navigate the complexities of their financial lives. Evans May Wealth provides world-class client service experience through its suite of financial planning programs and investment expertise. Please visit evansmay.com for important related disclaimers.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Carmel, Indiana
Type
Privately Held
Founded
2019
Specialties
Retirement Planning, Investment Management, Corporate Executives, Estate Planning, and Business Transitions

Locations

Employees at Evans May Wealth

Updates

  • View organization page for Evans May Wealth, graphic

    644 followers

    RSVP before August 30th to our Rooftop Rev-Up event! Enjoy hors d'oeuvres, refreshing drinks, and rooftop views of the Artomobilia event below 🏎️🎉 See event details ⬇️⬇️⬇️

    View organization page for Evans May Wealth, graphic

    644 followers

    Join us for our fourth annual Evans May Wealth Artomobilia event! 🏎️ Even if supercars, classics, racers, or exotic cars aren’t your thing, our Rooftop Rev-Up event is filled with hor d’oeuvres, refreshing drinks, and rooftop views of the Artomobilia event below. 🥂🎉 Swipe for a sneak peek of the types of cars you’ll see and custom cocktails we’ll have this year 👀 RSVP to info@evansmay.com or 317-819-4610 by August 30th to join the fun! Event details: Saturday, September 7th, 11am-4pm at 3UP Rooftop Lounge

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  • View organization page for Evans May Wealth, graphic

    644 followers

    Join us for our fourth annual Evans May Wealth Artomobilia event! 🏎️ Even if supercars, classics, racers, or exotic cars aren’t your thing, our Rooftop Rev-Up event is filled with hor d’oeuvres, refreshing drinks, and rooftop views of the Artomobilia event below. 🥂🎉 Swipe for a sneak peek of the types of cars you’ll see and custom cocktails we’ll have this year 👀 RSVP to info@evansmay.com or 317-819-4610 by August 30th to join the fun! Event details: Saturday, September 7th, 11am-4pm at 3UP Rooftop Lounge

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  • View organization page for Evans May Wealth, graphic

    644 followers

    Next up in our "Meet the Team" series… Stephanie Greenlee! 🚣♀️🍷🥾 Stephanie has been with the Evans May Wealth team since 2023. From dragonboat racing to naming Eminem as one of her favorite artists, she always has something interesting to share! Swipe to find out more of Stephanie’s hobbies and what she does for Evans May clients! #meettheteam

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  • View organization page for Evans May Wealth, graphic

    644 followers

    There are still buying opportunities in the volatile market! Catch Brooke's interview with Bloomberg to hear her other insights ⬇️⬇️⬇️

    View profile for Brooke May, CFP®, graphic

    Managing Partner at Evans May Wealth

    How do you choose what companies to buy in the continued bullish market? Despite this year’s volatility, there are still buying opportunities to look out for. Watch my interview with Bloomberg to hear my insights on the current market ⬇️⬇️⬇️ #bullishmarket

  • View organization page for Evans May Wealth, graphic

    644 followers

    We are thrilled to announce Elizabeth (Lizzie) Evans, CFP® has been recognized on Forbes 2024 Top Next-Gen Wealth Advisors list, ranked #1 in Indiana and #28 in the USA! 🎉👏 Rankings were based on SHOOK Research: • 24,832 invited to complete online survey • 21,368 telephone interviews • 5,176 in-person interviews at advisors’ locations • 1,545 web-based interviews • 4,081 individuals considered for our Next-Gen ranking With the average age of financial advisors being over 56, clients value Lizzie’s continuity in working with families for multiple generations. Apart from Lizzie, only 30% of financial advisors are under the age of 40. As always, thank you to our clients for your continued support and loyalty. 🙌 #forbeslist #forbesmoney #generationalwealthbuilders Top Next-Gen Wealth Advisors, created by Forbes/SHOOK Research. Presented in August 2024 based on data gathered as of 3/31/24. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

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  • View organization page for Evans May Wealth, graphic

    644 followers

    Market rebound. Fed rate cut. What else are we seeing in the current market environment? Hear Elizabeth (Lizzie) Evans, CFP®'s insights on Fox Business Network below ⬇️⬇️⬇️

    View profile for Elizabeth (Lizzie) Evans, CFP®, graphic

    Managing Partner at Evans May Wealth

    We’re seeing a rebound in the market following Monday’s selloff panic 📈. The table is set for a Fed rate cut in September! Catch my interview with Stuart Varney on Fox Business Network yesterday to hear my insights on what else to look for in the current market environment ⬇️⬇️⬇️

  • View organization page for Evans May Wealth, graphic

    644 followers

    Markets were hit hard yesterday with the VIX (Volatility Index) reaching 60, marking the third time this has happened since Covid in 2020 and the great financial crisis in 2008. But U.S. stock futures are rebounding in early trading today... patience is key in volatile markets.    As Warren Buffet says, “Be fearful when others are greedy and greedy when others are fearful.”

  • View organization page for Evans May Wealth, graphic

    644 followers

    August is starting off rocky! 🔔 Catch Elizabeth (Lizzie) Evans, CFP®'s insights on Fox Business Network earlier today to learn how the 2-YR Treasury is affecting the market ⬇️⬇️

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