Your Wealth Aligned

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can help provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Kimberly Evans, CFP^®

Founder and CEO, AWA Senior Financial Advisor, RJFS

Scott James

Senior Client Service Associate

Olivia Monjeau

Client Service Associate

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Unique solutions for business owners and entrepreneurs.

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Helping you manage your financial success

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A pragmatic approach to wealth management

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Advocating for your financial goals, as well as for all the great...

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Nurturing wealth so you can live a longer, better life.

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Understanding the challenges women face and how to help.

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The gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application.

Miguel de Cervantes

Your Wealth Aligned

Dynamic thinking makes a difference

Visionary strategists aligned with you

Success belongs to a class of its own

Impeccable attention to every detail

Business Owners

Corporate Executives

Families & Individuals

LGBTQ+ Clients

Retirees

Women Investors