A Comprehensive Financial Services Provider with a Cause

Because life moves forward, Evolution Financial is a forward-thinking financial services firm. We strive to take clients to the next level of financial success so they can build wealth across generations, and we help take advisors'​ practice to the next level so they can provide real value for their clients. We are committed to building trust and lasting relationships.

At Evolution Financial, we believe in the difference financial professionals make in their clients'​ lives. Our mission is to help secure the financial futures of families and businesses through sound strategies and prudent advice. Whether you're seeking insurance products and services, estate planning strategies, or retirement planning solutions, we are there every step of the way.

Securities and investment advisory services are offered solely by Equity Services, Inc. (ESI), Member FINRA (FINRA.org)/SIPC (SIPC.org), Rosetree Building 1, 1400 N. Providence Road, Suite 117, Media, PA 19063. (610) 891-9700 National Life Group is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, and its affiliates. ESI is a broker/dealer affiliate of NLIC. Evolution Financial Group is independent of ESI. TC87235(0519)p

Evolution Financial Group

Steve Gephart

Alex Bardales

The Leadership Team at Evolution Financial Group spearheads the company’s strategic direction and oversees its operations to ensure alignment with the mission of fostering financial success for clients and advisors alike. Comprising senior executives and experienced financial planners, the team is responsible for driving growth, optimizing performance, and maintaining the trust-based and forward-thinking ethos that defines Evolution Financial.

Leadership Team

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Other teams at Evolution Financial Group

Financial Services Team