Guiding Clients through the Complexities of Meaningful Wealth

Get ideas for sustainable growth, preserving wealth, and building a legacy

From family business roots to Forbes Best-in-State.

We have an established history and a long future.
eMoney

As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process.

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Charles Schwab

We partnered with Charles Schwab to provide custodial services and back office support for Evans May Wealth. In addition to the company’s strength, size and industry reputation, it was founded on the principles of safety and soundness and takes extraordinary measures to ensure client assets are secure.

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Meaningful wealth presents complex challenges and exciting opportunities.

You’ve built your wealth with a purpose. It could be family, lifestyle, business legacy, or personal fulfillment – you’ve always known what you’re working towards, but financial uncertainty can get in the way.

Evans May Wealth was built on a family business legacy, and it was built with a purpose: to plan all aspects of your financial life and be there to see you through it.

“Your life is defined by the impact you have on others. When you have a team of trusted advisors who are in tune with your family and financial goals, you can grow your wealth and protect it as life evolves.”

Elizabeth E. Evans, CFP®
Managing Partner
 

Forbes Best-In-State Advisors in Indiana

Our team has been recognized in multiple Forbes rankings. Learn more about our accomplishments.

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A Family Office Approach to Wealth Management

With in-house CERTIFIED FINANCIAL PLANNERS™ and a team of seven advisors and staff to support your everyday needs, we are equipped to deliver a family office experience.

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The Wealthstream Strategy for Retirement™

View our retirement cash flow strategy and other specialized wealth programs available exclusively through Evans May Wealth.

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How do you benefit from our approach?

Looking for ideas?

Find out what we’re seeing as today’s best-in-class investments and most effective tax minimization strategies.

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