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The importance of financial guidance

Building an investment portfolio designed to address your unique long-term goals and financial dreams is a complex process that requires knowledge, skill, dedication and experience. For investors in today’s ever-changing financial markets, we provide knowledgeable advice to help you pursue your financial goals.

  • Analysis of needs and goals
  • Asset allocation strategies
  • Manager selection
  • Retirement income
  • Investment strategies
  • Ongoing monitoring of market conditions and maintenance of investments
  • Ongoing education
  • Tax management*
  • Long-term capital appreciation
  • Education savings programs
  • Wealth transfer strategies
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* Equitable Advisors and its affiliates and associates do not provide tax or accounting advice or services. Please consult with your own tax advisors regarding your particular circumstances.

Our Process

  • Planning
  • Investing
7400 W. 110th Street, Suite 700
Overland Park, Kansas
66210 United States

  •  Tel: 913-696-2405
  •  Fax: 913-345-9604
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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Evolution Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

PPG-140659 (Rev. 9/20) (Exp. 9/24)

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