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.

Evan Heath is a senior wealth advisor with Baker Tilly Wealth Management, LLC. He provides financial guidance, investment planning and related services to a wide range of clients as a fiduciary.

Master of business administration 
University of Wisconsin-Madison

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

Madison Metropolitan School District, Musical coach

Madison Youth Arts Center, Committee member

CERTIFIED FINANCIAL PLANNER™ professional

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