Financial advisors in Evansville

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.


601 N Cross Pointe Blvd

Evansville, IN 47715


M-F: 8am - 5pm

Sat & Sun: closed


Meet our advisors

Christian Tant,  ChFC®

Wealth Advisor

Perry Moore, CFP®

Managing Director

Terry Prather, CFP®

Wealth Advisor

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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