Evolution Financial Group
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Evolution Financial Group is independent of Equity Services, Inc. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC91342(1016)p
01/05/2026
The start of a new year is a natural time to pause and reset. A thoughtful financial check-in can help ensure your strategy still aligns with where you’re headed.
If you’re looking for guidance as you review your plan, explore how Evolution Financial Group approaches holistic financial planning on our website: https://bit.ly/45rHgks
01/01/2026
Happy New Year from all of us at Evolution Financial Group.
As we welcome a new year, we are grateful for the trust, collaboration, and community that defined 2025.
Here’s to a year of clarity, growth, and financial confidence for everyone we serve.
Wishing you a happy, healthy, and successful 2026.
Career changes often come with a question of impact.
Brian Weyman and Steve Smith are reflecting on financial services as a career path and why so many professionals wish they had discovered it earlier. Beyond the technical side, the real value comes from helping people navigate life’s hardest moments with preparation and clarity already in place.
The takeaway is simple. Planning matters most before you need it, and the ability to guide someone through that process is what makes this work meaningful.
🎙️Tune in to the full episode on the Money Business Podcast:
Click here to claim your Sponsored Listing.
Our Story
Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1400 N Providence Road, Rosetree Building 1, Suite 117, Media, PA 19063 (610) 891-9700. Evolution Financial Group is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.
David Jacowitz is a Registered Representative and Investment Adviser Representative of
Equity Services, Inc. and offers securities in Pennsylvania, New Jersey and Delaware. He is also insurance licensed in Pennsylvania, New Jersey and Delaware.
TC91342(1016)p
Category
Telephone
Address
1400 N Providence Road , Bldg 2, Suite 3007
Media, PA
19063
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
