Evan A. Avery
Financial Advisor and Planner - Helping Individuals Steward Their Money Wisely
- Role
- Financial Planner at Retirement Plan Analytics
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Evan A. Avery
In 2017 I joined RPA as a financial planner. I enjoy working with the more complex matters of personal finance and helping families and individuals strive to make their financial lives more efficient and less stressful. Whether assisting in the design of a tax-efficient investment strategy or college savings plan, I love helping clients pursue their passions with minimal financial waste. I graduated from Grove City College and hold the CERTIFIED FINANCIAL PLANNER™ designation.Much of my time is spent working with ministries, ministers, and missionaries, as they seek to steward their assets wisely. My wonderful wife, Kathryn, and I are both members at Christ Covenant Church in Matthews, NC, where we volunteer with the youth and young adults ministries. We enjoy running, reading, hiking, pickleball and being outside!About Retirement Plan Analytics (RPA): RPA assists retirement plan advisors and plan sponsors in evaluating and managing competitive and comprehensive retirement plans. The RPA Diagnostics SystemTM is an end-to-end process, striving to provide confidence and comfort that an employer’s plan is serving the needs of employees and the company. Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Other investment advisory services offered through Global Retirement Partners, LLC dba through Retirement Plan Analytics, an SEC registered investment advisor. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit
Experience
Financial Planner
May 2017 — Present · Charlotte, NC, US
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advisory services offered through Retirement Plan Analytics, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Grove City College
Bachelor's Degree, Graduated Magna Cum Laude with a Major in Finance and a Minor in Economics
2012 — 2016
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