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Evan Heath

Evan Heath

CFP®

Senior Advisor, Wealth

+1 (608) 240 2348

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Evan Heath is a senior wealth advisor with Baker Tilly Wealth Management, LLC. Evan is an experienced advisor with the firm’s wealth management practice. He provides financial guidance, investment planning and related services to a wide range of clients as a fiduciary. Evan is dedicated to helping clients reach their financial goals. He focuses on protecting client wealth, managing taxable events, planning out client giving and delivering ongoing client education. By recognizing that goals may change, but values almost never change, he creates personalized plans tailored to the client.

  • Providing financial guidance to clients experiencing or preparing for major life events
  • Thoughtfully structures portfolio allocations across client’s taxable and tax qualified accounts
  • Designs and implements plans for asset growth
  • Helps clients plan the accumulation and distribution of their assets while minimizing expenses and tax burdens
  • Worked at various well-known banks and financial institutions where he gained a broad breadth of experience
  • Angel’s Wish Animal Rescue
  • Madison Metropolitan School District, Musical coach
  • Madison Youth Arts Center, Committee member
  • CERTIFIED FINANCIAL PLANNER™ professional

Location

Madison, WI

Education

Master of business administration
University of Wisconsin-Madison

Bachelor of music
Idaho State University

Expertise

Disclosure

View disclosure information about Baker Tilly Wealth Management and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is controlled by Baker Tilly US, LLP (Baker Tilly) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2023 Baker Tilly Wealth Management, LLC