Evan Welch Email & Phone Number

With 28 years of experience as an investment fiduciary, I seek to enhance the quality of lives of clients by establishing enduring relationships based on trust. We help clients solve their financial puzzles, achieve their personal benchmarks of success, and make informed choices with their money. With a family steeped in medical heritage, focused on serving doctors, surgeons and other medical professionals. Other clients include business owners, executives, professionals, retirees and those in transition. Most of our clients simply lack the time, interest or expertise to effectively manage their wealth alone. Also am an active member of our firm's investment committee and portfolio management strategies. Finally, I enjoy speaking and providing financial literacy talks. I live in Acton, MA with my wife, Emily, and our three daughters. CERTIFIED FINANCIAL PLANNER™ since 2001, Accredited Investment Fiduciary™ since 2011, and Certified Private Wealth Advisor® professional since 2022. Member of the Investments & Wealth Institute. Specialties: Comprehensive financial planning, tax minimization, portfolio management, estate planning, college and retirement planning, cash flow optimization, goal tracking and asset protection.BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission.

Listed skills include Alternative Investments, Estate Planning, Portfolio Management, Asset Allocation, and 3 others.