Evanson Financial, LLC has completed the acquisition of the advisory business of Evanson Asset Management®, LLC, an independent registered investment advisor founded in 1995. This transaction represents a planned internal succession following the retirement of founder Steven E. Evanson, effective March 31, 2026.

As part of the transition, David B. Sherwood, Jr. has assumed ownership and leadership of the advisory business. Evanson Financial will continue to apply the firm's longstanding investment philosophy, fiduciary approach, and client service model.

"This transition reflects continuity, not change," said Mr. Sherwood. "Our focus remains on disciplined, evidence-based investment management and long-term client relationships."

Founded in 1995, Evanson Asset Management® built its practice on disciplined asset allocation and a long-term investment approach. The transition to Evanson Financial reflects a multi-year succession plan designed to support continuity for clients and employees.

Clients will continue to be served by the same advisory team, with continuity in the firm's investment philosophy, portfolio management approach, and custodial relationships, which is expected to provide a consistent client experience.

Evanson Financial, LLC offers very low-cost fixed quarterly retainer fees and specializes in index and passive investment management.  We custody assets at Schwab and Fidelity.  Our service team is available from 8am - 4pm, Pacific time, Monday - Friday, except holidays. We may be reached at 831-333-2060, or by e-mail at service@evansonasset.com. For additional information on our advisory services, see our Brochure and our Client Relationship Summary (ADV 3- FORM CRS) available at https://adviserinfo.sec.gov/firm/summary/340506.

Links to a detailed description of our fees and services and articles on a variety of investment topics are presented below.