EViE Financial Group

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

9701 Apollo Dr Ste 443, Upper Marlboro, ...

Phone Number

(240) 403-2666

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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May
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Aug
ZI Rank
1
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About EViE Financial Group

EViE Financial Group is a comprehensive financial planning firm that offers a range of services including wealth management, financial planning, retirement planning, and business consulting. The firm focuses on empowering clients, particularly in the DC/Metro area, by providing education and strategic planning to navigate their financial lives. EViE Financial also specializes in risk management and offers tailored planning for mental health professionals. Their mission is to promote fairness, kindness, and equality while helping clients achieve their financial goals.Explore more
EViE Financial Group's Social MediaPopular SearchesEViE Financial GroupEvie Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

EViE Financial Group Org Chart

MR
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Founder & Chief Executive Officer

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Head of Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EViE Financial Group

<$5M
1-10
Private
<$5M
2018
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
<$5M
2014
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

EViE Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

EViE Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about EViE Financial Group.

EViE Financial Group financials insights

Gather financial insights about EViE Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2024

Debt

$200K

See All EViE Financial Group's Financials Insights

EViE Financial Group Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding EViE Financial Group

What is EViE Financial Group's official website?
EViE Financial Group's official website is www.eviefinancial.com
What is EViE Financial Group's Revenue?
EViE Financial Group's revenue is <$5 Million
What is EViE Financial Group's SIC code?
EViE Financial Group's SIC: 62,628
What is EViE Financial Group's NAICS code?
EViE Financial Group's NAICS: 52,523
How many employees does EViE Financial Group have?
EViE Financial Group has 1-10 employees
What industry does EViE Financial Group belong to?
EViE Financial Group is in the industry of: Finance, Securities Trading
What is EViE Financial Group competition?
EViE Financial Group top competitors include: Ratcliff Financial Services, Selkirk Wealth Advisors, CD Wealth Management, Bay Harbor Wealth Management
What technology does EViE Financial Group use?
Some of the popular technologies that EViE Financial Group uses are: Sentry, Smarsh, WixStores, F5 BIG-IP Platform
How do I contact EViE Financial Group?
EViE Financial Group contact info: Phone number: (240) 403-2666 Website: www.eviefinancial.com
What does EViE Financial Group do?

EViE Financial Group is a comprehensive financial planning firm that offers a range of services including wealth management, financial planning, retirement planning, and business consulting. The firm focuses on empowering clients, particularly in the DC/Metro area, by providing education and strategic planning to navigate their financial lives. EVi... E Financial also specializes in risk management and offers tailored planning for mental health professionals. Their mission is to promote fairness, kindness, and equality while helping clients achieve their financial goals.Read More

What are EViE Financial Group social media links?
EViE Financial Group Linkedin page EViE Financial Group Twitter page EViE Financial Group Facebook page
Is EViE Financial Group a public company?
EViE Financial Group is private company therefore does not currently have an official ticker symbol
See more information about EViE Financial Group

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