John F. Evans, MBA, CPA, CFP, CRPC CERTIFIED FINANCIAL PLANNER
 
John F. Evans, MBA, CPA, CFP®, CRPC® CERTIFIED FINANCIAL PLANNER™
 
   
 
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Erie Office
1137 West 38th Street
Erie, PA 16508
M-F 8:30 - 5:00
(814) 464-0224 Map
 
Meadville Office
375 Chestnut Street
Meadville, PA 16335
(814)806-1688 Map
 
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Resources

When creating comprehensive plans, we utilize many resources and tools to accomplish the client's objectives including those listed below.  One of the relationships that brings tremendous opportunities to clients is an affiliation with Brookstone Capital Management, an SEC registered investment advisory firm in Chicago, and their custodian, TDAmeritrade Institutional.  The combination of Brookstone's investment management, TDAmeritrade's custody and reporting capabilities and Evans Advisory's active oversight has resulted in impressive results for clients' portfolios.

 

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 Investment options include:

  • Domestic and international stocks 
  • Corporate and municipal bonds
  • CDs
  • Stock mutual funds
  • Exchange traded funds
  • Managed portfolios
  • REITs
  • Unit investment trusts
  • Variable annuities
  • Structured Products

Brookstone Capital Management    Ameritrade Institutional

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