Our History

Evoy Financial Group LLC was officially formed in 2014 but has roots dating back to 1982 when William Evoy began in the financial services industry. In 2009, Bryan Evoy joined the practice as a financial advisor.

1982:  William Evoy joins Cigna Corporation as a financial planner.

1987:  William Evoy and several other financial advisors form an independent financial services firm. William Evoy becomes a registered representative with FSC Securities Corporation.

2009:  Bryan Evoy joins as a financial advisor and a registered representative of FSC Securities Corporation.

2013:  Bryan Evoy is authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP^® certification marks in accordance with CFP Board certification and renewal requirements.

2014:  William Evoy and Bryan Evoy rebrand their firm as Evoy Financial Group LLC and become registered representatives and investment advisor representatives with National Planning Corporation.

2017:  William Evoy and Bryan Evoy join LPL Financial as registered representatives and investment advisor representatives after LPL Financial acquires National Planning Corporation.

2018:  William Evoy retires from Evoy Financial Group LLC and LPL Financial after more than 35 years in the financial services industry. William Evoy also retires from his law practice with over 50 years experience as an attorney specializing in wills and estates. After having worked closely with William Evoy for over 10 years, Bryan Evoy will continue to manage the company in a manner consistent with William Evoy's high level of professionalism.