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VerifiedFinancial Services· Founded 2018

Evie Financial Group

EViE Financial advisors are full-service, holistic financial planning and wealth management professionals focused on helping clients achieve their financial goals. We focus on empowering individuals and small business owners through in-depth education on financial topics, along with the implementation of financial planning strategies with independence at the forefront. We offer services to clients throughout the DC/metro area, as well as around the country. EViE Financial Group provides advisory products and services through Rossby Financial, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. EViE Financial, Rossby Financial, LLC, and Private Client Services are unaffiliated entities. EViE Financial Group, Rossby Financial, LLC and Private Client Services do not offer tax or legal advice. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

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HeadquartersUpper Marlboro, United StatesEmployees4(1 to 10)Founded year2018Websiteeviefinancial.comLinkedIn profileLinkedIn

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4

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4

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3

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1

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Top roles at Evie Financial Group

3 distinct titles indexed · top 3 shown.

  • 1client services associate
  • 1founder, advisor
  • 1head of operations

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