Evans May Wealth
211 West Main Street, Carmel, IN 46032
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Evans May Wealth is a leading finance institution located at 211 West Main Street in Carmel, Indiana, United States. Specializing in helping families protect and maximize their wealth, our team of experienced professionals offers a family office experience to our clients. With in-house CERTIFIED FINANCIAL PLANNERS™, a CERTIFIED EXIT PLANNING ADVISOR™, and a team of eleven advisors and staff, we provide personalized wealth management services tailored to individual goals and risk tolerance. Our investment approach focuses on financially sound companies with competitive advantages, aiming to provide the most value for our clients.
In addition to wealth management, Evans May Tax specializes in minimizing taxes to maximize wealth and achieve financial goals. Our team of Certified Public Accountants and tax specialists have extensive experience in navigating the ever-changing tax and regulatory environment. We also work with families to solidify their legacy and ensure their wealth lasts for generations.
For those approaching retirement, we offer customized investment and retirement income strategies to sustain wealth and lifestyle. We also assist business owners and executives in diversifying their holdings and achieving financial independence. Our accolades include recognition by Forbes as one of America's Top RIA Firms and features on CNBC and AdvisorHub.
As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, we adhere to the highest standards of professionalism and expertise in providing financial services. Contact us at Evans May Wealth for comprehensive wealth management solutions tailored to your unique needs and goals.
Reviews
"Lizzie has helped us manage our finances since 2018 and she and her team have made us feel more confident and secure than ever. Lizzie, Grace, & Jared are approachable, friendly, and extremely competent. We feel safe with them and they treat us like family when we walk in the door!"
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