TIM EVON
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About the Financial Advisor
Tim recently formed a new partnership called West End Wealth Management. He takes a consultative approach to investing with the highest degree of ethics and integrity. As a fiduciary Tim always puts his client’s interests first. Tim focuses on serving pre-retirees and retirees. He helps clients pursue their goals by navigating them through the investment process while staying focused on the long-term time horizon.
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Education and Designations
- University of Minnesota, Bachelor’s Degree, Business
- CFP® – CERTIFIED FINANCIAL PLANNER™
- Series 7, 63, 24, 9, 10, 65, 31, & 66 licensed
- Life Insurance licensed
- Disability Insurance licensed
- Long-Term Care Insurance licensed
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Personal Life
Tim is passionate about golf, hockey, running, and spending time with his family. Tim and his wife have three daughters.
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OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARYSHIELD™
