Evans May Wealth

Name

Evans May Wealth

Legal name

Evans May Wealth (DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC)

Website

https://evansmay.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Financial Planning–Led RIAs (FSAAACAB), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Wealth management advisory
• Financial planning services
• Investment management
• Retirement income planning
• Estate and tax planning

Headquarters

HQ city

Carmel

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory and Management Fees: The firm generates revenue primarily through AUM-based advisory fees charged to high-net-worth and ultra-high-net-worth clients for comprehensive investment management, financial planning, and wealth advisory services.
2. Securities Commissions: Securities transactions are facilitated through Sanctuary Securities, Inc., generating commission-based revenue on trades executed for client accounts.
3. Tax and Accounting Services (Evans May Advisory): Evans May Advisory, a separate affiliated entity, provides income tax planning, tax return preparation, payroll, bookkeeping, and business formation services to clients, generating professional services revenue.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Evans May Wealth provides integrated wealth management services for high-net-worth and ultra-high-net-worth families, executives, and business owners. The firm delivers comprehensive investment management (combining proprietary and third-party strategies), strategic financial planning, tax minimization through affiliated Evans May Advisory, generational wealth transfer, retirement income planning, and executive compensation advisory. Services are delivered through a dedicated family office model backed by in-house CFPs, a CEPA, an RSSA, and nine in-house CPAs, with assets custodied at Charles Schwab.

Product overview

Evans May Wealth is a high-net-worth wealth management firm offering a suite of integrated financial services through its team of advisors. The core offering is organized around six service pillars: Comprehensive Investment Management (proprietary and third-party investment strategies), Strategic Financial Planning (family office-level financial planning), Tax Minimization Services (via affiliated Evans May Advisory), Generational Wealth Transfer and Legacy Planning, Retirement Income and Preparedness, and Executive Compensation and Business Transitions. Two proprietary branded programs—The Wealthstream Strategy for Retirement™ and The Path to Financial Independence for Entrepreneurs and Business Owners—supplement the core services. The firm leverages Sanctuary Wealth's open platform (Partnered Independence℠) and custodians assets with Charles Schwab.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Investment Management Full market analysis and tailored, risk-adjusted investment strategies that are actively managed; combines proprietary strategies (Investing for Growth and Dividend Growth) with third-party strategies, with in-house due diligence and vetting through an Investment Committee before portfolio construction. Targets high-net-worth and ultra-high-net-worth families, executives, and business owners.
• Strategic Financial Planning Comprehensive financial planning service delivered via a family-office approach covering wealth preservation, retirement income strategies, Social Security optimization, Medicare/Medigap support, and customized cash flow and withdrawal strategies for high-net-worth clients.
• Tax Minimization Services (Evans May Advisory) Tax planning and preparation services offered through affiliated entity Evans May Advisory, with 9 in-house CPAs and 300+ years of collective experience. Specializes in income tax planning, tax return preparation, charitable giving strategies, estate/gift/trust planning, and business formation for high-net-worth individuals and families.
• Generational Wealth Transfer and Legacy Planning Wealth transfer and legacy planning for multigenerational families, including family meetings, next-generation education, succession planning, trusts, insurance strategies, and integrated charitable giving plans with tax strategies.
• Retirement Income and Preparedness Retirement planning services for pre-retirees and retirees focused on longevity, including Social Security optimization, estate tax minimization, income/paycheck generation strategies, cash flow analysis, Roth conversion analysis, and education planning.
• Executive Compensation and Business Transitions Specialized advisory for corporate executives and business owners covering equity compensation, stock options, 10b5-1 plans, SEC Rule 144 considerations, business succession, and access to specialized lending, investment banking, and deal structuring support.
• The Wealthstream Strategy for Retirement™ Proprietary retirement cash flow strategy exclusive to Evans May Wealth, designed to help retirees and pre-retirees structure their portfolios to reduce risk, generate dependable income streams, and minimize taxes while adapting to changing market conditions and tax laws.
• The Path to Financial Independence for Entrepreneurs and Business Owners Comprehensive proprietary program helping business owners and Fortune 500 executives achieve financial independence through asset allocation, insurance gap analysis, retirement plan design, estate and succession planning, and cash flow management outside of their business.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• Sanctuary WealthcoreStrategic or Co-development PartnerSanctuary Wealth is a hybrid financial firm providing the Partnered Independence℠ platform to independent advisors. Through this open platform, Evans May Wealth maintains the freedom, flexibility, and control of an independent fiduciary while retaining support systems and access to specialists and resources for comprehensive wealth management.
• Charles Schwab & Co., Inc.coreOthersCharles Schwab & Co., Inc. serves as the primary custodian for Evans May Wealth client accounts, providing brokerage services, money management, and financial advisory infrastructure. Evans May Wealth selected Schwab for its financial strength, security, and integrity, and Schwab is designated as one of the country's nine systemically important financial institutions by the U.S. government.
• Evans May AdvisorycoreOthersEvans May Advisory is a separate but affiliated entity specializing in tax minimization, income tax planning, tax return preparation, payroll, bookkeeping, and business formation services. It and its predecessor entities have served high-net-worth and ultra-high-net-worth clients for over 40 years.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Carson Wealth: RIA platform serving HNW/UHNW households with integrated wealth management, financial planning, and tax-adjacent services — directly comparable in business model and target client to Evans May Wealth.
• Cresset Capital: Multi-family office and RIA serving UHNW families and business owners with integrated investment, wealth planning, and family-office services — similar niche positioning and family-office-style delivery.
• Snowden Lane Advisors: Independent RIA serving HNW/UHNW individuals and families with comprehensive wealth management and financial planning; similar client profile and advisor-led model.
• Buckingham Strategic Wealth: RIA focused on evidence-based wealth management and financial planning for HNW households; comparable service mix and client-target profile.
• HBKS Wealth Advisors: Independent RIA providing comprehensive financial planning, tax, retirement, and estate services to HNW/UHNW clients — closely aligned offering profile.
• Moneta Group: Large independent RIA serving HNW/UHNW clients with full-service wealth, tax, and estate planning; comparable integrated-service model and multigenerational family focus.

Broad incumbents

• Mariner Wealth Advisors: Large national RIA platform offering comprehensive wealth management, financial planning, and tax/estate services to HNW/UHNW clients and institutions — same model, broader scale and geographic footprint.
• Creative Planning: Large national RIA serving HNW/UHNW clients with comprehensive investment management and planning; comparable service scope to Evans May with much greater AUM scale.

Others

• Sanctuary Wealth: Parent platform through which Evans May Wealth operates its Partnered Independence model; comparable in offering model to other Sanctuary-affiliated partner firms (e.g., similar multi-family-office-style RIAs).

Regional players

• Claro Advisors: Midwest-region independent RIA offering comprehensive wealth management and financial planning to HNW families — comparable service mix and regional Midwest footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@evansmaywealth
• LinkedInlinkedin.com/company/evansmay
• Instagraminstagram.com/evansmaywealth
• Xx.com/evansmaywealth_

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Evans May Wealth