Evan J. Mayer, Cfp® Crpc® Cws® Email & Phone Number

As the founder and CEO of Fortuna Wealth and a financial advisor with Raymond James, Evan applies his 20-plus years of industry experience to provide his clients with customized, holistic financial planning geared toward their unique lives and goals.Evan focuses on guiding clients through all of life’s phases, from implementing investment strategies designed to address their long-term goals to their day-to-day needs in retirement or on their way to retirement. To provide clients with the best possible support as they pursue their long- and short-term goals, Evan follows a disciplined process of assessing each client’s financial picture, determining their risk tolerance, and then building and executing an investment plan designed to align with their specific needs. As they move forward, he regularly monitors their plans and periodically meets with them to review their portfolios, assess their goals, and makes adjustments whenever necessary to help ensure they remain on track to achieving their objectives.Evan is a CERTIFIED FINANCIAL PLANNER™ professional, showing his dedication to meeting the CFP Board’s continuous education requirements and practicing with high ethical standards. A distinguished advisor, Evan is also a Chartered Retirement Planning Counselor℠ and a Certified Wealth Strategist. Another testament to Evan’s knowledge and hard work, Evan was named to the 2023 and 2024 edition of the Forbes list of Top Best-in-State Wealth Advisors. Evan was also named to Advisor Hub’s Top 50 Solo Practitioners List in 2022, 2023, and 2024. Additionally, Bank Investment Consultant magazine named him in their Top 100 Bank Advisors annual listing in 2016, 2017 and 2018* prior to Evan going independent. Raymond James Financial Services also honored Evan with membership into the 2023 and 2024 Leaders Council honoring the Top Advisors that affiliate. Prior to joining Raymond James in 2019, Evan served as senior vice president and financial advisor with The Mayer Group at SunTrust Investment Services.Evan is a native of Coral Springs, Florida, and a graduate of Bellevue University. He loves spending time with his wife Lauren, their two daughters Bryce and Dylan as well as their son Hunter. Evan makes it a point to squeeze in a round of golf whenever possible. He is also active in his community through fundraisers, education, and social causes.

Listed skills include Portfolio Management, Retirement Planning, Wealth Management, Financial Planning, and 5 others.