Evangelista Associates

Evangelista Associates is a financial services firm based in Ann Arbor, Michigan. Founded in 2003, the company employs 6 people and generates over $10,000 in annual revenue. Evangelista Associates specializes in providing financial planning and wealth management services to University Faculty and Staff. They also serve families outside the University environment through referrals. The firm's unique ability to directly manage clients' University retirement investments distinguishes them from competitors. Evangelista Associates offers a comprehensive suite of services, including goal setting, objective identification, risk tolerance assessment, and the development of tactical and strategic investment alternatives. Their approach focuses on helping clients plan for asset growth, distribution, and multi-generational preservation. Clients can conveniently visit Evangelista Associates' offices located at the corner of State Street and Eisenhower Parkway in Ann Arbor, Michigan, just off I-94. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor.