Evident Financial

Evident Financial is a Financial Planner in Erie, PA. The firm provides investment management and comprehensive financial planning for individuals and retirement‑plan sponsors, including employer 401(k) plans. Services listed on its site include creating investment plans, protecting assets in downturns, diversifying holdings, lowering investment fees, developing detailed financial plans that reduce and defer taxes, managing cash flow, estate planning, and organizing personal finances into a single report. The company draws on decades of financial‑planning and investment‑advisory experience and has earned a perfect 5.00 rating from its reviewers.

Operating as an independent, fee‑only fiduciary, Evident Financial commits to act solely in clients’ best interests. It partners with Charles Schwab & Co., Inc., and its team, led by President and Founder David Cullen, CFA, and CEO Richard Makowski, CFP, combines expertise from investment advisory, accounting, and research. The firm’s process begins with an initial meeting to uncover goals and challenges, followed by a custom long‑term plan that provides a detailed roadmap, ongoing monitoring, and adjustments for life events, all aimed at reducing financial worry and consolidating assets in one place.

Located at 302 French St. in Erie, the office sits just a short walk from several local landmarks: the Lafayette Visit memorial (about 0.1 mile), State Street main road (0.1 mile), UPMC Hamot hospital (0.1 mile), the Old Customs House museum (0.1 mile), the ExpERIEnce Children’s Museum (0.1 mile), and the ASCEND Erie sports center (0.2 mile).

With its fee‑only fiduciary model, extensive experience, and a flawless client rating, Evident Financial stands out as a reliable financial planner serving the Erie community.

Services:

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• Emergency Medical Services
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• Online Reference Resources
• Patient Education
• Preventive Health Screenings
• Primary Care
• Specialist Consultations