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Evan Melching AWMA™️

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 over a decade of experience in the financial industry, 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.

evan's TEAM:

Alex Walejewsky

Michael McCarthy CFP®

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Indianapolis, Indiana

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How Evan works with clients
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“I believe financial success isn’t just about numbers. It’s about understanding your personal goals, lifestyle, and values.” 

Learn more about Evan

How can I help?

Financial Planning & Analysis

TAKE CONTROL OF YOUR FINANCIAL FUTURE
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.
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Income Planning

UNDERSTAND YOUR INCOME STREAMS
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.
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Retirement Planning

DREAMS INTO ACTIONABLE PLANS
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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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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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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Alex Walejewsky

Senior Client Associate

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Alex has been in the Wealth Management industry for 5 years, starting his career within the operations function at Northrock Partners. While assisting various advisor practices supporting diverse clients, he recognized the significance of harnessing technology to streamline and automate back-office procedures. Excited about the technology-enabled future of Wealth Management, Alex joined Savvy in March of 2024 as a Senior Client Associate.

Alex is a graduate of Boston University’s Questrom School of Business.

Michael McCarthy, CFP®

Investment Operations & Client Experience Lead

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Mike has been in the wealth management industry for 10 years, beginning his career at BNY Mellon’s Silicon Valley office. There, he learned the intricacies of wealth management and discovered his passion for helping families achieve their financial goals. He later became a Portfolio Manager at an ultra-high net worth RIA in Boston, where he honed his skills in developing custom investment strategies for clients.

Inspired by Savvy’s mission to bring a tech-focused energy to the wealth management industry, Mike joined the firm in July 2022 to drive the launch and continued evolution of their advisory capabilities. At Savvy, Mike has played a key role in developing, launching, and managing the in-house investment solution, Savvy Wealth Investment Management (“SWIM”). He also leads Savvy’s Client Experience Team, partnering closely with associates and advisors and aimed at  producing best-in-class services for their clients.  

Mike is a graduate of Northeastern University and holds his Certified Financial Planner™ (CFP®) designation. He resides in New York with his wife, Alex, and their golden retriever, Bondi.