Welcome!

My name is Bryan, and I am the Founder and CEO of Evidentia Group and Evidentia Wealth Advisors.  I founded Evidentia with the mission of bringing clarity to the decisions faced by equity-compensated professionals, an evidence-based approach to planning, and transparency to what comprehensive financial planning should cost.

  • 25-year industry veteran, I started my career as an intern at the World Trade Center in 1999.

  • As a former executive at public and private companies, equity compensation has been a component of my benefits package since 2007; I have first-hand experience with the complexity and nuances of equity-based comp.

  • Throughout my career, I have helped my clients build and protect hundreds of millions of dollars of wealth.

  • NYC > BOS > CLT > AUX > LAX

    • CERTIFIED FINANCIAL PLANNER®

    • CFP® certificants must have a minimum of three years’ workplace experience in financial planning and develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study approved by CFP Board. They must pass a comprehensive 2-day, 10-hour CFP® Certification Examination that tests their ability to apply financial planning knowledge in an integrated format. As a final step to certification, CFP® practitioners agree to abide by a strict code of professional conduct.

    • Chartered Financial Consultant®

    • The ChFC® designation is issued by The American College and is granted to individuals who have at least three years of full-time business experience within the five years preceding the awarding of the designation. The candidate is required to take seven mandatory courses which include the following disciplines: financial, insurance, retirement and estate planning; income taxation, investments and application of financial planning; as well as two elective courses involving the application of the aforementioned disciplines. Each course has a final proctored exam and once issued, the individual is required to submit 30 hours of continuing education every two years.

    • Certified Investment Management Analyst®

    • CIMA® certificants must have a minimum of three years’ experience in financial services experience and an acceptable regulatory history. Candidates must also pass an online Qualification Examination, successfully complete a one-week classroom education program provided by a Registered Education Provider and AACSB-accredited university business school, and pass an online Certification Examination. CIMA® designees must report 40 hours of continuing education credits, including two (2) ethics hours, every two (2) years to maintain certification. CIMA® designees are required to adhere to IMCA’s Code of Professional Responsibility, Standards of Practice, and Rule and Guidelines for Use of the Marks.

  • Have you ever been publicly disciplined for any unethical or unlawful actions in your career?

    No. Here are links to my regulatory records:

Bryan Wilczewski, CFP® ChFC® CIMA®