Broker Check
Tim Evon, CFP

Tim Evon, CFP

Financial Advisor

ABOUT THE ADVISOR

It is my passion and goal to help my clients pursue their financial dreams and goals by providing excellence in all that we do. I help my clients realize their financial dreams by cutting through the clutter, so they can focus and keep an eye on the long-term prize.

I believe this is best accomplished by: 

  • Taking a consultative approach to investing.
  • Having the highest degree of ethics and integrity - by putting the client first, always.
  • Providing outstanding service and communication.
  • Sharing the knowledge and education I've accumulated with 30 years of providing investment consultation and advice.

EDUCATION & DESIGNATIONS

  • University of Minnesota, Bachelor of Science, Business
  • CFP® - CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 7, 63, 24, 9, 10, 65, 31, & 66 licensed 
  • Life Insurance licensed
  • Disability Insurance licensed
  • Long-Term Care Insurance licensed

SERVICES & CLIENT EXPERIENCE

Because of my diverse past in the financial advisory field, I have a unique perspective on successful investing that I bring to my client's individual situations. I've seen what works and, more importantly, what doesn't, and I share this knowledge with my clients in order to make them better investors.

When the Great Recession hit in 2008, I realized my clients weren't getting the proper service the proprietary firms offered. It was at the beginning of 2009 that I switched gears and joined Focus Financial as an independent financial advisor, where I could put my client's interests first and foremost.

While at Focus Financial, I became a CERTIFIED FINANCIAL PLANNER™ Professional, and I have incorporated financial planning as a key element for my clients. Today, I incorporate financial planning in conjunction with investment management to help provide a path to pursue financial goals.

In 2023 I have created a partnership with my colleagues, West End Wealth Management, to better serve our clients.

We incorporate financial planning in conjunction with investment management to help provide a path to pursue financial goals.

PERSONAL

Upon graduation from the University of Minnesota's Carlson School of Management in 1987, I immediately fulfilled the dream of owning a small business. I ran an acoustic ceiling cleaning and replacement company and sold it five years later, which led to my second career passion - being a financial advisor. Outside of the workplace, I've had a huge passion for playing golf since the age of 10. Others activities include hockey, running, and hiking.