Tax Minimization Services

OUR SERVICES

Evans May Advisory specializes in minimizing your taxes today and in the future, so that you can maximize your wealth and achieve your financial goals. The Evans May Advisory team consists of 10 in-house Certified Public Accountants (CPAs) and tax specialists, with collective experience of 150+ years. Achieving your financial goals in an ever-changing tax and regulatory environment is challenging. We have a deep understanding of the most efficient and effective way to sustain, enhance, and protect your wealth.

Accounting and tax services are offered exclusively by Evans May Advisory, a separate and distinct entity from Evans May Wealth, Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. (Sanctuary Wealth). Evans May Wealth and Sanctuary Wealth client agreements do not extend to services provided by Evans May Advisory. Evans May Wealth and Sanctuary Wealth do not provide accounting advice, tax advice, or tax preparation services.

EVANS MAY ADVISORY

Our Investment Management Includes:

Full market analysis and tailored, risk-adjusted investment strategies that are actively managed and adjusted, as necessary
In-house due diligence performed for every investment decision
Dual proprietary investment models and third-party models to help maximize alpha

Our clients expect direct communication and honest conversation. We serve as a central coordinator of a family office network of advisors, regularly offering new ideas as we help manage your financial life.

BROOKE V. MAY, CFP ®

Managing Partner

This practice has always been a part of my life, and it’s our goal to carry forward this legacy for many years to come. Our clients often frame their priorities in terms of future generations, and we share that mindset.

ELIZABETH E. EVANS, CFP ®

Managing Partner

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

Longevity is built into our practice, and this is something that matters to our clients. We can help you plan for a successful retirement knowing that we will be there to see you through it.

BROOKE V. MAY, CFP ®

Managing Partner

WORK WITH EVANS MAY ADVISORY

READY TO START A CONVERSATION?

Every individual’s financial situation is distinct. Reach out to start creating a tailored plan that aligns with your goals.

TAX MINIMIZATION SERVICES