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    • 3 Good Questions
    • Done in 90 Secs
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  • Home
  • 3 Good Questions
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EVO Helps RIAs Push Less Buttons

EVO Helps RIAs Push Less ButtonsEVO Helps RIAs Push Less ButtonsEVO Helps RIAs Push Less Buttons

Start Here to Maximize ROI and Growth

3 Largest RIA ROIs

Automated and Integrated UMH

Automated and Integrated UMH

Automated and Integrated UMH

Automated and Integrated UMH

Automated and Integrated UMH

Direct Digital Marketing

Automated and Integrated UMH

Direct Digital Marketing

Our mission

EVO is an activation consultant that is positioned at the intersection of wealth management, advisor technology and asset management firms.


EVO helps wealth managers build differentiated client service platforms that are simple to implement and easy to use.


EVO introduces existing third-party technologies and solutions that increase growth and reduce complexity.


The result is an open architecture consulting relationship that adapts to a wealth manager's needs through time.

How Can EVO Help?

Unparalleled Experience

Two decades of wealth management, asset management and advisor technology experience.

Custom and Seamless Solutions

Enhance your current investment process or build your desired client experience.   Create a differentiated service model that integrates seamlessly into your current tech stack and process.

Implementation and Activation

If a great solution is too complex or difficult to adopt, it won't be used.  Educational content and a simple user interface make it easy to implement a client experience that has clear benefits for wealth management firms, advisors and their clients.

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About Us

Mike Casciano, President and Founder

Mike began his career in financial services as an advisor in 2005.  After two years of building his own practice, he joined BlackRock in 2007.  He was an internal and external wholesaler for 8 years then helped launch the retail portfolio consulting business in 2015.  In 2021 he was asked to lead model distribution efforts through a joint partnership with 55ip, a fintech company specializing in automated rebalancing, tax and risk management.  


In 2022 Mike joined Principal Asset Management to build and launch a muti-manager model portfolio platform.  He also created partnerships with third-party technology companies to combine models, equity direct index and individual bonds into one holistically managed account.


In 2023 he founded EVO Wealth Consulting to help RIAs "push less buttons" through education and implementation of emerging technology and process enhancements.  In 2024 Mike launch RIA C-Suite, a content resource for RIA leadership and advisors, to raise awareness about what is possible for truly differentiated advisor and client experiences.

Contact Us

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EVO Wealth Consulting

Office: 484-764-2387 info@evo-wealth.com

Hours

Monday - Friday

8am - 5pm EST

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