Evan Hammond
Private Wealth Advisor
Bera Wealth Advisors in Charleston, SC
As a private wealth advisor with Bera Wealth, Evan's mission is simple - to help others get the absolute most out of life by enabling them to spend more time doing what they love. Evan believes one's life purpose and passion need to be at the center of their financial plan. The result is a plan based on your vision, not simply your balance sheet. Evan brings accountability in an ongoing, collaborative process. Evan and his team are committed to making your experience easy and enjoyable.
"We've been nothing but impressed since starting our journey with Evan several years ago. We hope to continue working with him for many years to come."
Bennett & Rachel Barry
Experience
7 years
Specialties
Financial Planning
Wealth Management
Insurance Solutions
Business Planning
Licenses / Certifications
SIE, Series 6, 7, 63, and Life/Health registrations
Education
Wofford College - Bachelor of Arts in Business & Mandarin Chinese
What inspired you to get into this line of work?
After losing his father at the age of 18, Evan was tasked with sorting through his father's finances and estate planning. With the assistance of a financial advisor, he was able to make the best out of an unfortunate situation. It's his inspiration each and every day to serve families in the same way he was helped.
What's one piece of insight you wish all families knew?
Financial planning doesn't have to be daunting and full of angst. It simply starts with a conversation and an advisor who will come alongside you to put your life purpose at the center of your financial plan. As a result, you can get the absolute most out of your life and enjoy time doing what you love.
What excites you most about working with Addio families?
The potential to make a generational impact in the lives of families across the nation and to help others realize what's possible.
Schedule a free consultation
Connect with Evan Hammond and get answers to all your planning questions.