Considered advice for families, founders and foundations.
One integrated team of planners, CPAs, estate specialists and portfolio managers, working from a single plan for everything you have built.
Objective advice shaped by your goals.
Whether you lead a company, own one or are planning the next chapter for your family, our planners, CPAs and estate specialists answer the questions that matter right now.
One team, every decision.
Our founding partner on why we built the firm around a single integrated team, and what that means for the families we serve.
We believe wealth is best held evenly: planning, investments, tax and estate decisions made together, by one team, for one family at a time.
One team for every decision your wealth touches.
Planning, investments, tax and estate work are usually handled by different firms that rarely talk. At Evenhold they sit on the same team, work from the same plan and answer to the same client: you.
Wealth planning
A living plan that connects every decision to the life you are building.
Investment management
Tax-aware portfolios built around your plan and overseen by our committee.
Tax planning
In-house CPAs who plan ahead all year and prepare your return.
Estate & legacy
Trust design, titling and family preparation, coordinated with your attorney.
Retirement income
A dependable monthly paycheck drawn from the right accounts in the right order.
Risk & insurance
An independent review of your coverage with no products to sell.
Business transitions
Exit and succession planning that starts years before a sale.
Executive compensation
Options, restricted stock and deferred pay, timed on purpose.
Family office
Consolidated reporting, entities and bill pay for complex wealth.
Concentrated stock
Diversify a large position without an avoidable tax bill.
Retirement plans
Plan design and fiduciary oversight for your company 401(k).
Entity & owner tax
Owner compensation, entity choice and pre-sale tax structure.
Investment policy
Investment and spending policies that match your mission.
Portfolio management
Endowment-style portfolios with clear committee reporting.
Philanthropic planning
Donor-advised funds, foundations and planned giving support.
Board education
Plain-language education for trustees and committee members.
Next generation
Preparing heirs to lead family giving and family wealth.
Family foundations
Administration, grant tracking and governance for family foundations.
The people behind every plan.
Planners, CPAs, attorneys and portfolio managers who came to Evenhold to do the work the right way, and who stay because they get to.
Recognized for putting clients first.
Awards shown here are fictional and exist to demonstrate the recognition features of the framework. See each award for criteria and disclosures.
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The Fiduciary Ledger, 2026
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Harbor & Main Advisor Review, 2026
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Queen City Business Quarterly, 2025
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Meridian Wealth Awards, 2025
In their words.
Testimonials are from current clients who were not compensated for their statements. Their experiences may not be representative of other clients and are not a guarantee of future performance or success. Sample testimonials for demonstration.