Evan Kubiak

Evan Kubiak, CFP® is a fee-only Wealth Advisor within the Family Wealth Management division at Endowment Wealth Management, a registered investment adviser serving clients across the United States, with a focus on Hilton Head Island, Bluffton, Beaufort, and the Lowcountry of South Carolina. Evan works with individuals, families, and business owners on wealth management, retirement planning, investment management, and financial planning. His work includes evaluating clients’ financial circumstances, goals, risk tolerance, tax considerations, and long-term priorities to help develop and implement an appropriate financial plan and investment strategy. As a primary point of contact for prospective clients, Evan leads the initial discovery process and works to understand the various components of a client’s financial situation. He coordinates with clients and, when appropriate, their existing professional advisors, including attorneys, CPAs, and insurance professionals, to help coordinate financial planning and investment management strategies. Evan’s areas of focus include tax-aware investment and financial planning, retirement income planning, asset allocation, cash flow planning, insurance analysis, and multigenerational wealth planning. Where tax or legal considerations are relevant to financial planning, Evan works with clients and their qualified tax and legal professionals to incorporate those considerations into the overall planning process. Evan earned his bachelor’s degree in Finance with a minor in Economics from Butler University, where he was a Dean’s List student. He earned his CFP® certification in 2024. EWM is not a law firm and does not provide legal advice. EWM is not an accounting firm and does not provide tax advice.