Where are EvoAdvisors employees located globally?

EvoAdvisors has employees across 1 continents and 1 countries including United States Of America.

How has EvoAdvisors's team size changed over time?

EvoAdvisors's team has remained stable from approximately 6 to 6 employees based on available data.

EvoAdvisors Employee Directory

Financial ServicesVirginia, United States2-10 Employees

EvoAdvisors is a financial services firm based in Richmond, Virginia, operating with a small team. It identifies itself as independent and flat-fee-only in its financial planning, working exclusively for clients. The firm does not sell financial products and earns no commissions, ensuring its guidance is not tied to product sales. 

Its recommendations are described as objective and transparent, centered on the client's best interests. The lean setup of EvoAdvisors in Richmond aligns with its client-focused, fee-only advisory approach.

EvoAdvisors Global Highlights

North America
9

United States Of America
9

EvoAdvisors's Leadership

J. C.
Co-Founder And Principal
Mobile Phone
Email
J. O.
Portfolio Manager
Mobile Phone
Email
S. F.
Principal And Lead Planner
Mobile Phone
Email
S. F. C.
Principal And Lead Planner
Mobile Phone
Email
D. O.
Principal
Mobile Phone
Email
J. M.
Wealth Advisor
Mobile Phone
Email

EvoAdvisors Employee Metrics

100%

50%

2026

2025

Banking
Support
Accounting
Administrative
Analytics
Other

Contact profiles from EvoAdvisors

Name

Title

Contact Info

Location

Last Update

J. C.
Co-Founder And Principal
Mobile Phone
Email
United StatesVirginia
Oct 15, 2024
J. O.
Portfolio Manager
Mobile Phone
Email
United StatesKentucky
Oct 21, 2025
S. F.
Principal And Lead Planner
Mobile Phone
Email
United StatesKentucky
Jun 05, 2024
S. F. C.
Principal And Lead Planner
Mobile Phone
Email
Oct 21, 2024
D. O.
Principal
Mobile Phone
Email
United StatesKentucky
May 31, 2026
J. M.
Wealth Advisor
Mobile Phone
Email
United StatesTexas
Sep 08, 2025

Frequently Asked Questions

What is EvoAdvisors known for?

EvoAdvisors was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 2917 West Leigh Street Richmond, Virginia 23230 United States. Explore EvoAdvisors's company overview page for more information.

What is EvoAdvisors's most common email format?

EvoAdvisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EvoAdvisors email formats with LeadIQ.

How many employees does EvoAdvisors have currently?

EvoAdvisors has approximately 8 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are EvoAdvisors's key employees and leadership?

As of May 2026, EvoAdvisors's key employees include:

Co-Founder And Principal: J. C.
Portfolio Manager: J. O.
Principal And Lead Planner: S. F.
Principal And Lead Planner: S. F. C.
Principal: D. O.

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EvoAdvisors Employee Directory

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