MONEY EVOLUTION

Overview

Money Evolution is structured as a limited liability company owned by an individual and operates primarily as a financial planning practice rather than a traditional asset manager. Its advisory activity centers on delivering fee-based planning work under hourly and fixed-fee arrangements, and it does not position itself as a capital allocator that directly manages client portfolios. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser, which points to a client focus that is local or single-state in scope. Investment activity is driven around recommending third-party vehicles rather than running proprietary strategies. The firm lists mutual funds and annuities among its tools for building client portfolios and allocates client exposure to alternative strategies through external managers that specialize in hedge funds and managed futures. Advisory services are limited to financial planning rather than pension consulting or institutional plan management.

Assets & Accounts

Investments & Alternatives

Location & Offices