Evans May Wealth becomes the second team this month to join Sanctuary,
totaling more than $1 billion in new assets
INDIANAPOLIS–(BUSINESS WIRE)–Evans May Wealth, the seven-person investment advisory team led by
Elizabeth E. Evans, CFP®, Brooke V. May, CFP®, and
Ian J. Flanagan, JD, MBA, will join Sanctuary Wealth. The
Indianapolis-based group is the second breakaway team to join
Sanctuary’s elite network of advisors this month, following the
onboarding of Enclave Wealth Partners. Evans and May have been named as
Best-in-State Wealth Advisors and Top Women Wealth Advisors by Forbes.
Evans May Wealth is an independent wealth management firm dedicated to
empowering its clients to enjoy financial stability in retirement by
devising and executing upon dynamic investment strategies that convert
wealth into long-term income. The firm also prides itself on expertise
in investments outside of the public markets, including private equity
and venture capital.
Prior to forming the RIA, Evans and May managed more than $800 million
for 225 families as partners at Merrill Lynch, where they generated $5.2
million in revenue. Flanagan, a former financial services industry
managing director, brings to the firm experience managing alternative
asset classes, having advised on more than $10 billion in infrastructure
investments in his previous role.
“Our clients rely on us to create a roadmap for financial flexibility
well into retirement,” Evans said. “Sanctuary provides the resources we
need to deliver on our promise to clients, from the technical
capabilities for day-to-day operations to the access to unique
investments and technology that will help us continually grow our
business. Our move to independence lets us control our future going
forward.”
“The concept of Partnered Independence espoused by Sanctuary Wealth
really appealed to Lizzie, Ian and me, as we share an unrelenting
commitment to being fiduciaries and putting our clients’ best interests
first, no matter what,” May said. “We are confident Sanctuary provides
the foundation necessary for Evans May Wealth to not only get a
head-start in the independent space, but to also continually improve
upon our original vision for our new firm.”
“Both Lizzie and Brooke were among Forbes’ Best-in-State and Top Women
Wealth Advisors this year, and both have long stood out to me as leaders
in their field,” said Jim Dickson, CEO and founder of Sanctuary Wealth.
“Ian’s expertise beyond the public markets – increasingly a point of
interest, according to our highest-performing FAs – will also be a
tremendous asset. We look forward to providing the entire Evans May
Wealth team with the infrastructure and support they need to best serve
their clients.”
Evans and May have been recognized as Top Wealth Advisor Moms by SHOOK
Research and Working Mother, and Evans as one of America’s Top
Next-Generation Wealth Advisors by Forbes.
More information about the services offered by Evans May Wealth can be
found at EvansMay.com.
About Sanctuary Wealth
Sanctuary Wealth, an $8 billion partner-owned global wealth management
firm, brings together an elite network of wealth advisors of the highest
caliber, handpicked for their experience, fiduciary mindset, and
unparalleled performance levels. These talented advisors operate with
their clients’ best interests as their primary focus, backed by
Partnered IndependenceSM. Partnered IndependenceSM ensures Sanctuary
Wealth advisors have comprehensive support in all aspects of serving
their clients and growing their businesses. Through its subsidiaries,
Sanctuary Securities and Sanctuary Advisors, Sanctuary Wealth offers a
comprehensive menu of products and services to individual and
institutional clients.
Contacts
Debora Lima, Director of PR – [email protected]
