Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
After graduating from the University of Delaware and Georgetown University, Evan Beach pursued a career in financial planning. At age 26, he earned his Certified Financial Planner™ certification from the College for Financial Planning. He also holds the IRS Enrolled Agent license, which allows for a unique approach to planning that can be beneficial to retirees eager to minimize lifetime taxes and maximize income.
Beach’s extensive experience in retirement income and tax planning, as well as practice management, has attracted industry and media attention. He is a columnist for Kiplinger and the Journal of Financial Planning, and a frequent contributor to Yahoo Finance, CNBC, Credit.com, TheStreet.com, Bloomberg News, and US News and World Report, among others.
He has been closely involved in the financial planning community, including eight years as a special topics instructor at Texas Tech University’s highly regarded undergraduate and graduate personal financial planning programs. He has served on the board of the Financial Planning Association-NCA for the past five years.
A native of Bethesda, MD, Beach has spent almost his entire adult life in the capital region. He lives in Old Town, Alexandria, with his wife, Ali; daughters Viv and Lucy; and dog, Tenley.
211 N Union St., Suite 100, Alexandria, VA 22314
202 869 5229
info@exit59advisory.com
linkedin.com/in/evan-beach-cfp®-ea-awma®-64195916
exit59advisory.com
Evan Beach
President
Exit 59 Advisory
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Bio
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Bio
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Bio
Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2009
2015-2023
2023-present
2023–present
2024
Started his career at 22 in a training program at ING
2009
2015: Top-producing advisor in a group of 250 in his last year with ING
2015: Joined Campbell Wealth Management to spearhead growth initiatives
2015-2020: Was able to triple AUM to over $1 billion through organic marketing efforts
2020: Became first G2 partner of Campbell Wealth Management
Campbell and Beach were named to various top advisor lists including Financial Times Top 300 RIAs, Washingtonian, and Northern Virginia Magazine.
2015-2023
Launched Exit 59 Advisory
Doubled both revenue and AUM in the first year of business with 100 percent client retention
2023-present
Sold shares back in 2023 to start his own firm
Various top firm lists at Campbell, including FT top RIAs, Forbes, Washingtonian Top Advisor, Northern Virginia Magazine Top Advisor
Has delivered over 500 live presentations to students, financial professionals, and retirees
To date, he has spent eight years as a special topics instructor in Texas Tech’s PFP program
2023–
present
Received Certified Kingdom Advisor (CKA®) designation
Helps lead an association of 500+ financial professionals
2024
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
In addition to this, the advisor has amassed a collection of impressive accolades, including:
tax management
inflation protection
estate planning coordination
sales@icapitalnetwork.com
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
Forbes Best in State Wealth Advisor
Financial Planning Magazine Pro Bono Planner of the Year
Boston Magazine Five-Star Wealth Manager
As a testament to Glazer’s dedication to providing leading financial management services, Mayflower Advisors holds a 98 percent client retention rate – serving three generations of clients.
Despite being in business for 50 years, Glazer remains dedicated to reimagining how to better partner with the next generation of clients and their families.
“We live and breathe relationships and service. We have been through it all – recession, financial crisis, bull markets, inflation – and along the way we can see what works. We have helped hundreds of families retire, finance their dreams, and send their children and grandchildren to college. When the families call and thank us or send pictures, it is incredibly rewarding.”
Glazer recalls dinner conversations as a child with his father sharing valuable financial lessons that he still uses today.
“We talked about savings, the dangers of debt, living within your means, paying down your mortgage, and not being impressed by flash. We employ those same basic lessons in managing risk and educating our clients,” says Glazer.
“At the end of the day, we are in the business of serving others and understanding their values,” continues the co-founder. “Our practice strives to offer a culture of stability, accountability, and teamwork, focusing exclusively on serving the long-term financial life management needs of our clients.”
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
info@exit59advisory.com