Evoy Financial Group LLC

LPL Financial Advisor (LPL Financial CA Insurance Lic #0518721; LPLIA CA Insurance Lic #0B91442)

Our Company

Evoy Financial Group LLC is an independent financial services company that is owned and operated by Bryan Evoy. Bryan is affiliated with LPL Financial as a registered representative and an investment advisor representative. LPL Financial is a full-service broker-dealer serving independent financial advisors nationwide. This dual registration, as both a registered representative and an investment advisor representative, provides flexibility and independence when custom-tailoring financial services to each client relationship.

Evoy Financial Group LLC was founded by Bryan Evoy and William Evoy. At the end of 2018, William Evoy retired from the company after more than 35 years in the financial services industry. William Evoy also retired from his law practice with over 50 years experience as an attorney specializing in wills and estates. Bryan Evoy is a CERTIFIED FINANCIAL PLANNER™ professional and also has an established background in corporate finance he gained while working for several large corporations during his career.

Evoy Financial Group LLC strives to leverage both the experience of its financial professionals and available technologies to tailor effective strategies for its clients. This mix of a personal approach and technology allows Evoy Financial Group LLC to assist our clients in a manner that is best suited for each client relationship.