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Education:

Bachelor of Finance

Client Focus:

Individuals with similar personality and risk comfort level.

Tom Evans

Investment Advisor Representative

Tom Evans is a financial advisor at Cestia Wealth Management, a financial services firm based in New Iberia, LA. Burt and his team help people pursue life goals through tailored financial solutions.

Tom’s tenure as a financial advisor rest upon two time-tested core principles that have demonstrated success personally and professionally—practice and repetition. He applies these building blocks in every phase of the client’s financial journey, citing that good habits and regular routines are the beginning of strong outcomes. Tom thrives as an advisor when he is adding clarity and reliability to his client’s financial lives, something he believes is often overlooked by many professionals. Through diligent guidance, plan design, and course correction, Tom’s core objective is to align individuals and their families with an intentional purpose for investing.

Tom is a native of Dallas, Texas. He has been a resident of Louisiana since 1978 and lives in New Iberia with his wife. Together they have four children and four grandchildren. When he is not enjoying time with his family, Tom nurtures his lifelong passion for the game of golf.

At Cestia, we’re committed to walking clients through each step of their financial journey to build relationships and wealth that last for generations.
Get started on the path to flourishing finances.

Take the first step toward your financial goals by scheduling your introductory call today.

CESTIA WEALTH MANAGEMENT

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

New Edge Advisors, LLC (“New Edge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where New Edge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.

No advice may be rendered by New Edge Advisors unless a client service agreement is in place. Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Investment advisory services offered through New Edge Advisors, LLC, a registered investment adviser. New Edge Advisors, LLC and Cestia Wealth Mangement are separate entities from Triad Advisors, LLC. New Edge Advisors, LLC (“New Edge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where New Edge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by New Edge Advisors unless a client service agreement is in place.

REGULATORY DISCLOSURES

CONTACT US

223 East Main St.

New Iberia, LA  70560

(337) 608-9068

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