Evan Wohl

Background

About Evan Wohl

Many high-earning families look successful on paper— but behind the scenes, their finances feel disorganized and reactive. The income’s strong. The bonuses hit. The RSUs keep vesting. But a clear plan? That’s another story. You’re juggling: → Too many accounts and no cohesive plan → Surprise tax bills that derail your goals → Idle cash that should be working harder → That constant guilt of “we just haven't gotten around to it” That’s where we come in. We help digital media ad tech professionals turn financial overwhelm into organized, confident wealth. Through a clear, coordinated plan, I help families simplify their finances so they can focus on what matters most—time freedom, relationships, and legacy. Clarify cash flow and automate savings by default Build tax-smart strategies around RSUs, ESPPs & bonuses Integrate insurance, investments & estate planning Transform reactive decisions into long-term confidence This isn’t surface-level advice. It’s comprehensive planning for families who want to feel wealthy in life, not just in numbers. If you’ve outgrown basic financial advice and want proactive strategy, real coordination, and a genuine partner in your corner — let’s connect. Message me PLAN for more details. Not ready? Get my free newsletter: