Who We Are
Evolv Family Wealth is a dynamic and forward-thinking financial firm that provides unparalleled expertise in wealth management. Established in 2022 and headquartered in Charlotte, NC, our firm is privately held and boasts a unique combination of a large national RIA and a successful boutique family office. Our innovative approach is specifically designed to serve clients who demand more from their financial advisors and require the expertise of a Personal CFO.
The Evolv Family Wealth team is a dynamic ensemble of dedicated professionals, each contributing their unique expertise and knowledge to ensure exceptional financial guidance and unwavering support for advisors and their clients.
Discover if Evolv is the right fit for you.
Whether you are a successful entrepreneur, busy executive, or high-net-worth individual, Evolv Family Wealth can help you achieve your financial aspirations and secure a better future.