Your financial life is a journey
Why navigate it alone?
You are on your unique financial path
Are you prepared for what lies ahead?
WELCOME TO WINDERMERE. We'RE GLAD YOU'RE HERE
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Your financial journey is foundational to your life. You wouldn't be here otherwise. It's not just about your net worth, investment balance, or spending power. It's elemental in your ability to live the life you dream of and provide for your family. It may be one of the most important roads you travel. It deserves care and attention.
01. Your journey matters
WHAT WE KNOW TO BE TRUE
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Your financial journey deserves a trusted guide. Someone to act in your best interests. Someone to offer conflict free advice. Someone to provide a map for what lies ahead. Someone to offer practical and emotional support. Not all advisors are created equal. Take your time and do the work to find one best suited for you and your journey.
02. You weren't meant to travel alone
WHAT WE KNOW TO BE TRUE
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As hard as it is to believe, not all financial advisors are required to act in your best interests. Windermere is proud to be a Registered Investment Advisor (RIA) and is honored to serve as a fiduciary - meaning everything we do is in our clients' best interests. We offer advice and guidance. We do not sell products and do not earn commissions. Our interests are fully aligned with our clients - always. In our opinion, it's an essential component of the financial advisory relationship.
03. Fiduciary standard
is essential
WHAT WE KNOW FOR SURE
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Your financial journey is highly personal and specific to you. There is no "one size fits all" approach. We believe in providing highly-customized, high-touch service. We keep our client list small by design. We want to know everything about your situation and walk alongside you throughout your journey.
04. Wealth is personal
WHAT WE KNOW FOR SURE
You've made it this far on your financial journey. Give yourself credit for that. Rest assured, you are capable of far more than you realize. With the right guidance and planning, your goals and dreams are within reach. Keep going. The journey won't be easy but it will be worth it
05. Your destination is within reach
WHAT WE KNOW TO BE TRUE
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About Us
Welcome. I'm Pam Evason, CFA founder and owner of Windermere. For more information on my academic and professional background, visit here.
I'm one of the fortunate ones - I grew up having ever-present financial guides in my parents. They taught me key terms and concepts, helped me make decisions are they arose, told me of major items that lay ahead - and did everything in my best interest. This background led me to a career in accounting and finance.
In 2010, I was talking with my Dad (Ken Evason, CFA) how there didn't seem to be many firms offering the same level of personalized guidance and direction I had received. His answer - Let's start one to guide them as we do our own family. With that, Windermere Wealth Advisors was created.
I look forward to learning more about you and your journey. In the meantime, feel free to learn more about Pam and Ken.
about our approach ⟶
Meet Windermere
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About our Approach
Windermere Wealth Advisors, LLC is a Registered Investment Advisor ("RIA"). We operate under a fiduciary standard, meaning that we are legally required and obligated to act in client's best interests. We wouldn't have it any other way.
In accordance with the fiduciary standard, we are independent. We do not sell products and we are not affiliated with any investment firm. We exist to provide advice and guidance, always putting our clients' interests first.
Our fees are fully transparent. We are paid either as a percent of assets under management or a flat fee, depending on the terms of the client's agreement. That is our only source of revenue. We do not charge commissions.
Both Pam Evason and Ken Evason are Chartered Financial Analyists (CFAs).
You can learn more about the various types of financial advisors and certifications here.
about our name ⟶
Meet Windermere
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About our Name & Logo
Our company is named after the town of Windermere - an idyllic cottage community in northern Ontario I was blessed to visit most summers of my childhood.
It is peaceful. It is relaxing. It is calm and joy and happiness personified. It embodies all of the emotions I wanted to feel on a daily basis in all aspects of life - including my finances. Knowing that, Windermere seemed like the perfect namesake for our new company.
In Windermere, Adirondak chairs (known as Muskoka chairs in that region) line every dock and beach. They instantly remind me of all the feelings mentioned above. They are also welcoming - inviting you to take a seat and relax. Encouraging you to stay a while and share your unique financial journey with us.
about us ⟶
why a chair?
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ABOUT OUR SERVICES
Ideal for those seeking ongoing assistance with investments and other aspects of their financial life
01. Ongoing Advisory - The Guided Journey
We offer three main services - Ongoing Advisory, Financial Planning, and Financial Consulting
Service Offerings
Work with Windermere
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Ideal for those seeking a one-time review and some direction that they'll implement on their own
02. Financial Planning - The Road Map
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Ideal for those with a specific question or life event on which they need advice
03. Financial Consulting - The Mile Markers
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VIEW NEXT SERVICE
Our most popular and comprehensive service includes a perpetual working relationship that covers all aspects of your financial life. Our work together includes establishment of goals, financial plan, and investment policy, ongoing investment management, and assistance with other financial matters as they arise
This service may be right for you if your financial life has become increasingly complex, if you have frequent questions about financial matters, if you have accumulated over $1 million of assets to be invested, or if you simply want a guide to walk beside you on your financial journey
Fees for this service are based upon our fee schedule (see ADV) and are billed quarterly as a percentage of assets under management. A minimum annual fee of $10,000 applies
The Guided Journey
01. Ongoing Advisory
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Service Offerings
Work with Windermere
We offer three main services, each outlined below. Still unsure if Windermere is a fit?
Let's talk - contact us today!
VIEW NEXT SERVICE
Growing in popularity, our financial planning offering is a project-based service tailored to your unique journey.
Our work together includes the preparation of a financial plan, which includes feedback on all elements of your financial journey as they stand today, as well as input and suggestions as you move forward. Also included is input concerning any specific questions you may have and a meeting to review the findings.
This service may be right for you are looking for a "check up" to confirm you are on the right track, have financial questions but have yet to accumulate material investments, or are seeking to get on the right financial path but don't know how to begin.
Fees for this service vary by project depending on a pre-determined scope but please know the cost for a standard engagement is $2,500 Actual fees may vary and will be quoted at outset of your project
02. Financial Planning
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Service Offerings
Work with Windermere
We offer three main services, each outlined below. Still unsure if Windermere is a fit?
Let's talk - contact us today!
The Roadmap
VIEW NEXT SERVICE
When clients have a specific question that doesn't fit into ongoing advisory or financial planning, we can often meet their needs with a financial consulting engagement.
Our work together is customized to your specific financial question. Past examples have included review of social security claiming options, financial coaching for children of clients, review of pension annuity options, and assistance reviewing portfolio performance for accounts managed elsewhere.
This service may be right for you if you have a specific financial question but don't have a need or interest in ongoing assistance or a full financial plan
Fees for this service vary by project. We will provide a quote upfront once we learn more about your unique engagement
03. Financial Consulting
BACK TO OVERVIEW
Service Offerings
Work with Windermere
We offer three main services, each outlined below. Still unsure if Windermere is a fit?
Let's talk - contact us today!
The Mile Marker
Helpful Guides for your Financial Journey
Learn & Keep in Touch
Five steps to see where you are in your financial journey
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Ten top questions to ask a potential advisor
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Learn & Keep in Touch
Six financial terms you should know (and track)
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Learn & Keep in Touch
