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Scheduling your review session is the first step toward clarity and confidence in your financial future. Together, we'll review your goals, current strategies, and options for tax-efficient growth, retirement income, and estate planning — all tailored to your family’s needs.
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Evan Melching
Wealth Advisor
Evan Melching is an Accredited Wealth Management Advisor™️ based in Indianapolis, Indiana. After experiencing his family’s hardships during the 2008 recession, Evan discovered a passion for understanding money beyond the numbers- exploring how it impacts health, relationships, and peace of mind. Since starting at Merrill Lynch in 2017, he has guided families in financial planning, retirement strategies, tax-efficient investing, estate planning, and wealth management, helping them make informed decisions for the future.
All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.