one goal - do great work for great people


How I serve you

I find that there are two realities in the world of wealth management planning that can alter a client’s world. The first is that concentrated wealth makes people wealthy, but diversified wealth keeps them wealthy. And the second is that typically wealth is generated by the first generation and is lost by the next two. My job is to help you create and keep your wealth.

My areas of focus include:

  • Contemporary strategies for clients in sports, music, and entertainment
  • Modern-day insights for endowments & foundations.
  • Concentrated stock planning
  • Protecting a windfall for long term success
  • Multi-generational estate planning
  • Socially responsible investing including environmental, social and governance (ESG)

Every client goes through the process of constructing a customized financial plan based on their unique goals and objectives. Each plan is dynamic in nature and built to be flexible with life's changes. Your world moves fast - so should your financial plan. 


Latest Insights

Senior man planning for retirement on a laptop

Preparing for retirement: Strategies for safeguarding your portfolio against common risks

Nov 21, 2023

Understanding the challenges will make it easier to plan for retirement without fear of outliving your assets.

Read more
solar panels near mountains

Investing in net-zero transition: What to know about this growing sector

Nov 16, 2023

As companies strive toward net zero, responsible investing opportunities continue to increase.

Read more
Big Ben

UK: Stagflation nation?

Nov 16, 2023

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.

Read more

Evan E. Malone

Financial Advisor

Email | |

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Read GI Monthly »

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields