For Immediate Release:
$800 Million Wirehouse Team Goes Independent with Sanctuary WealthEvans May Wealth becomes the second team this month to join Sanctuary totaling more than $1 billion in new assets
INDIANAPOLIS, IN, June 17, 2019 – Evans May Wealth, the seven-person investment advisory team led by Elizabeth E. Evans, CFP®, Brooke V. May, CFP®, and Ian J. Flanagan, JD, MBA, will join Sanctuary Wealth. The Indianapolis-based group is the second breakaway team to join Sanctuary’s elite network of advisors this month, following the onboarding of Enclave Wealth Partners. Evans and May have been named as Best-in-State Wealth Advisors and Top Women Wealth Advisors by Forbes.
Evans May Wealth is an independent wealth management firm dedicated to empowering its clients to enjoy financial stability in retirement by devising and executing upon dynamic investment strategies that convert wealth into long-term income. The firm also prides itself on expertise in investments outside of the public markets, including private equity and venture capital.
Prior to forming the RIA, Evans and May managed more than $800 million for 225 families as partners at Merrill Lynch, where they generated $5.2 million in revenue. Flanagan, a former financial services industry managing director, brings to the firm experience managing alternative asset classes, having advised on more than $10 billion in infrastructure investments in his previous role.
“Our clients rely on us to create a roadmap for financial flexibility well into retirement,” Evans said. “Sanctuary provides the resources we need to deliver on our promise to clients, from the technical capabilities for day-to-day operations to the access to unique investments and technology that will help us continually grow our business. Our move to independence lets us control our future going forward.”
“The concept of Partnered Independence espoused by Sanctuary Wealth really appealed to Lizzie, Ian and me, as we share an unrelenting commitment to being fiduciaries and putting our clients’ best interests first, no matter what,” May said. “We are confident Sanctuary provides the foundation necessary for Evans May Wealth to not only get a head-start in the independent space, but to also continually improve upon our original vision for our new firm.”
“Both Lizzie and Brooke were among Forbes’ Best-in-State and Top Women Wealth Advisors this year, and both have long stood out to me as leaders in their field,” said Jim Dickson, CEO and founder of Sanctuary Wealth. “Ian’s expertise beyond the public markets – increasingly a point of interest, according to our highest-performing FAs – will also be a tremendous asset. We look forward to providing the entire Evans May Wealth team with the infrastructure and support they need to best serve their clients.”
Evans and May have been recognized as Top Wealth Advisor Moms by SHOOK Research and Working Mother, and Evans as one of America’s Top Next-Generation Wealth Advisors by Forbes.
More information about the services offered by Evans May Wealth can be found at EvansMay.com.
About Sanctuary Wealth
Sanctuary Wealth, a partner-owned global wealth management firm, brings together an elite network of wealth advisors of the highest caliber, handpicked for their experience, impressive compliance and unparalleled performance levels. These talented advisors operate with their clients’ best interests as their primary focus, backed by Partnered Independence™. Partnered Independence™ ensures Sanctuary Wealth advisors have comprehensive support in all aspects of serving their clients and growing their businesses. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, Sanctuary Wealth offers a comprehensive menu of products and services to individual and institutional clients.