Indianapolis, IN
Evan Melching
Hello there! I’m Evan Melching, a Wealth Manager and AWMA™️ from Indianapolis, Indiana, specializing in financial planning, tax-saving strategies, and retirement planning. With nearly a decade of experience as a financial advisor, I’m passionate about crafting financial plans that are as unique as the person behind them. With a deep understanding of market trends, risk management, and long-term investment strategies, I empower my clients to make confidently informed decisions.
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Savvy Investment Team
Wade Montgomery
Wade is a dedicated financial services professional with more than 12 years of experience across banks, Independent Marketing Organizations (IMO)s, insurance carriers, broker‑dealers, and the investment advisory space. A graduate of Ball State University and holder of the Series 7 and 63 licenses, he brings a broad industry perspective and a strong commitment to operational excellence. Wade is driven by building strong partnerships, maintaining clear and consistent communication, and delivering a high‑quality experience for advisors.
I believe financial success isn’t just about numbers. It’s about understanding your personal goals, lifestyle, and values.
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TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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Get to know
Evan
Evan Melching is an Accredited Wealth Management Advisor™️ from Indianapolis, Indiana. While Evan has spent nearly a decade as a financial advisor, his initial career plan was to coach or teach. However, the resulting hardships his family faced from the 2008 recession changed everything. From that moment, Evan started reading about economics, investing, psychology, and risk. He saw that money wasn’t just about numbers—it was health, marriages, dreams, and peace of mind.
Evan began his career as a financial advisor at Merrill Lynch in 2017. He slowly began building his expertise across financial planning, estate and legacy planning, portfolio construction, wealth management, tax-efficient strategies, stock options, retirement planning, cash flow and supplemental income, and insurance. Today, he’s proud to empower families in making informed decisions about their future.
Outside of helping families navigate financial matters, he loves spending time with family, weightlifting, and bow hunting. His greatest loves in life are his two perfect kids and his beautiful wife.
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How did you become a financial advisor?
A friend of my family, lost nearly everything in 2008. He had a business, a house, two kids in college, and a retirement fund he’d been building for 25 years. Then came the crash. No diversification, no guidance, and no one to tell him to pull the reins when the market started shaking.
I remember he told me, with tears in his eyes, “I thought I had a plan. I really did.”
I was just about to graduate from high school then, and not sure what I was going to study in college. But that moment stuck with me. I started reading everything from economics to investing to psychology and risk. I saw that money wasn’t just numbers—it was health, marriages, dreams, and peace of mind. I saw that most people don’t have a plan. And even when they do, they don’t have someone in their corner when the punches come.
I had found my passion. I became obsessed with learning everything I could about building resilience beyond portfolios. I learned how to communicate hard truths, listen when people were scared, and how to stay steady when the market wasn’t. That discipline became my north star. I officially began my financial career in 2017 at Merrill Lynch.
What types of clients do you work with?
I work with a diverse array of clients, spanning young professionals, small business owners, C-suite executives, and retirees.
What areas of expertise do you have?
What kinds of strategies do you help clients with?
I primarily help clients with income planning, growth, tax efficiency, and cash management strategies.
What is your favorite part of working with clients?
Ultimately, my favorite thing is helping clients reach their goals. I also love taking the edge off of their financial concerns. I aim to serve as a sounding board for clarity, comfort, and stability in times of uncertainty.
What is it like partnering with Savvy?
I love the support team, the staff, and the technology. Savvy provides the flexibility and autonomy to help clients with their specific needs.The culture, collaboration, and excitement the team has about what we do, I’ve never experienced anything like it.
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