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David O'Brien

Co-Founder & Principal

Evolution Advisers Inc

United States, Virginia, Richmond

About Me

Dave knows what it takes to create a thoroughly optimal financial life. Just behind protecting the environment, Dave’s primary cause is also his profession. He believes people should be able to expect that all financial advisors are held to the high ethical fiduciary standard. He currently serves on the Commission on Sanctions and Fitness of the Certified Financial Planner Board of Standards and from 2019-20 was Chair of the National Association of Personal Financial Advisors Board (NAPFA). He has years of experience advocating for regulation and legislation to protect consumers. He chaired the NAPFA Public Policy committee for five years, served on N

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Profile Information

Co-Founder & Principal

Evolution Advisers Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Richmond

Virginia

United States

Aug 15, 2024

Work Experience

Evolution Advisers Inc

Co-Founder & Principal
Apr 2016 - Present
Email: dobrien@evoadvisers.com

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