Evan Melching
Indianapolis, Indiana
“Every client I work with gets more than charts and projections. They get a teammate, a coach, and sometimes even a counselor. Because I’ve seen what happens when people try to go it alone.”
Evan believes in taking a relationship-driven approach where he gains a deep understanding of personal goals, lifestyle, and values. From there, he ensures that every financial plan is as unique as the person it’s made for.
With a deep understanding of market trends, risk management, and long-term investment strategies, Evan empowers his clients to confidently make informed decisions.
Evan works with a diverse array of clients, spanning young professionals, small business owners, C-suite executives, and retirees.
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.
I work with a diverse array of clients, spanning young professionals, small business owners, C-suite executives, and retirees.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I primarily help clients with income planning, growth, tax efficiency, and cash management strategies.
I take a combinatory approach to investing. I use fundamentals to help identify investable companies, and I use technicals to determine how much and when to buy/sell. I view risk as the probability of return on principal, instead of volatility. I believe my investment philosophy generally differs from most in the industry.
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.
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.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials provided by advisors. However advisors may have an indirect financial incentive to provide testimonials.
