Daniel Evans
Managing Director
Cornerstone Advisor Group in Winchester, VA
I'm passionate about helping my clients plan better, dream bigger, and achieve more!
In many ways, I view my role as a Financial Advisor in the same way I viewed my role as a Navigator in the U.S. Navy. I help people navigate the twists and turns of their financial plan, offering guidance and expertise along the way, while enabling them to remain at the helm as the Captain.
"My mission is to help families and business owners align their finances in a way that supports true freedom and fulfilment in life."
Experience
6 years
Specialties
Financial Planning
Faith-Based Investing
Estate Planning Strategies
Tax Mitigation Strategies
Licenses / Certifications
Series 65
Insurance Producer
Education
BS, Virginia Tech
What inspired you to get into this line of work?
From Scouts to Naval Officer to Financial Advisor, I've always been a servant leader at heart. I enjoy getting to know new people, understanding their fears and desires, and helping them to live more freely by aligning their finances with their faith and values. At the end of each day I can honestly look myself in the mirror and know that I made a positive difference in the lives of those I serve.
What's one piece of insight you wish all families knew?
Don't let fear, uncertainty, or lack of knowledge hold you back. Often when I work with families and business owners, we discover that their true problem isn't that they can't achieve their goals, it's that they just don't know how to get there.
What excites you most about working with Addio families?
You're here for a purpose and with a vision for what you want your legacy to look like and that's awesome! I am always honored to help families simplify the process of coordinating their financial and estate plans for a higher purpose. After all, money is inherently neutral - it's what we choose to do with it that makes it good or evil.
Schedule a free consultation
Connect with Daniel Evans and get answers to all your planning questions.