Windermere Wealth Advisors, LLC
Helping you Achieve Your Vision of Financial Peace of Mind

Welcome

Welcome to Windermere Wealth Advisors, LLC. We are an employee-owned investment advisory firm dedicated to helping our clients achieve their unique financial vision. 

I founded Windermere Wealth Advisors, LLC to create a world class organization that would serve clients’ investment advisory needs better than any other firm.

To accomplish this, we are incredibly focused on understanding our clients’ current financial situations and their future goals. We’ll partner with you to understand your vision of financial peace of mind. Once we have that picture, we will work each and every day to help you achieve it.

Ken Evason, Founder
 Our Story

A New Kind of Investment Management Firm

Windermere’s founder, Ken Evason, CFA, has over thirty years of investment experience. Having spent a significant amount of time in the industry, Ken experienced firsthand the vast disparity in the quality of service provided by investment advisors. He found many advisors who lacked investment knowledge and expertise, provided a “one style fits all” approach to its clients, and favored their own in-house products regardless of performance or suitability.

Ken dreamt of creating his own firm that would serve the needs of investors better than those that had come before it. Ken believed that a firm comprised of experienced and credentialed investment professionals who are dedicated to providing individual, customized, and unbiased financial solutions to its clients at a fair fee, could bring a new level of service and professionalism to the industry.

With this vision and passion, Windermere was formed. Are you ready to experience a new kind of investment firm?

Our Brand

Why an Adirondak Chair?

Windermere was founded to create an investment advisory organization that would serve the investment advisory needs of clients better than any other firm. We believed that if we helped clients define and achieve their vision of financial peace of mind, we would have delivered on that promise.

The Adirondack chair depicted in Windermere’s logo is a depiction of financial peace of mind. This serves as a constant reminder of our commitment to our clients and their unique visions.

 To learn more about Windermere, please read our Firm Brochure, as filed with the Securities and Exchange Commission. This brochure provides information about the qualifications and business practices of Windermere. Additional information about Windermere is also available on the SEC’s website at www.adviserinfo.sec.gov