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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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
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
In addition to this, the advisor has amassed a collection of impressive accolades, including:
tax management
inflation protection
estate planning coordination
sales@icapitalnetwork.com
Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. Exit 59 Advisory and MPS are not affiliated entities.
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.”
info@exit59advisory.com