We built the firm we wanted for our own families.
Evenhold Partners began in 2009 around a kitchen table in Charlotte. Catherine Ashby had spent twelve years advising families at a national firm; James Whitfield had spent eighteen drafting their estate plans. Between them they had watched too many good plans fail in the gaps between the investment advisor, the accountant and the attorney.
So they built one team instead. Planning leads, and investments, tax and estate work follow from the same plan. Seventeen years later, that idea has grown to four offices and nearly forty people, and it has not changed.
17
4
38
640
Figures are illustrative for this demonstration site.
Four commitments behind every relationship.
Fiduciary, always
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Fiduciary, always
We are paid only by our clients. No commissions, no product sponsors and no referral fees, ever. Our advice has one allegiance.
One team
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One team
Your planner, CPA, estate specialist and portfolio manager work from the same plan, in the same meetings, toward the same goals.
Plain answers
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Plain answers
We explain what we recommend and why, in writing and in plain English, and we tell you when the right answer is to do nothing.
For generations
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For generations
We plan for the long run and get to know the next generation early, so the plan outlasts any one of us.
Seventeen years, one idea.
The firm has grown. The way we work has not.
2009
Founded in Charlotte
Catherine Ashby and James Whitfield open Evenhold Partners with three client families and one conviction.
2012
Tax brought in-house
Our first CPA joins, and tax preparation becomes part of every planning relationship.
2016
Investment committee formed
Marcus Oyelaran, CFA, joins as Chief Investment Officer and builds our research process.
2019
Nashville and Denver
Two new offices open to serve client families across the Southeast and Mountain West.
2023
Family office services
A dedicated team launches for multigenerational families with complex holdings.
2026
Minneapolis
Our fourth office opens, led by Priya Raman and Andre Castillo.
The partners who lead the firm.
Four offices, one team.
Awards and disclosures.
Every award below is fictional and exists to demonstrate how the framework presents recognition alongside the disclosures regulators expect.
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Top 100 Independent Firms
The Fiduciary Ledger is a fictional publication created for this demonstration site. In a live site this field would state the award criteria, the time period covered, who conducted the survey and whether any fee was paid.
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Best Firms for Business Owners
Harbor & Main Advisor Review is a fictional publication created for this demonstration site. In a live site this field would state the award criteria, the time period covered, who conducted the survey and whether any fee was paid.
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Best Places to Work
Queen City Business Quarterly is a fictional publication created for this demonstration site. In a live site this field would state the award criteria, the time period covered, who conducted the survey and whether any fee was paid.
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Client Experience Award
Meridian Wealth Awards is a fictional publication created for this demonstration site. In a live site this field would state the award criteria, the time period covered, who conducted the survey and whether any fee was paid.
