Evolution Financial Group

Evolution Financial Group Evolution Financial Group is independent of Equity Services, Inc. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC91342(1016)p

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1400 N Providence Road, Rosetree Building 2, Suite 3007, Media, PA 19063 (610) 891-9700. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. David Jacowitz is a Registered Representative and

Investment Adviser Representative of Equity Services, Inc. and offers securities in Pennsylvania, New Jersey and Delaware. He is also insurance licensed in Pennsylvania, New Jersey and Delaware.

01/13/2026

What actually fuels growth in today’s advisor landscape?

Neal Regino and Sarah Di**le dig into what it means to build a business that scales without losing its personal touch. From understanding each advisor’s unique journey to recognizing industry-wide themes, this conversation highlights why customization and long-term relationships matter more than quick wins.

Real growth doesn’t come from mass transitions or buying books of business. It comes from investing in people and building with intention.

🎧 Listen to the full episode of the Money Business Podcast to hear how this approach is driving meaningful expansion.

How are you investing in your kid's future?Whether it’s education, long-term savings, or building financial habits early...
01/09/2026

How are you investing in your kid's future?

Whether it’s education, long-term savings, or building financial habits early, the choices you make today can shape what’s possible later.

Comment below and see how others are thinking about the future.

01/08/2026

Technology will continue to evolve, but trust remains at the center of financial advice.

Neal Regino and David Jacowitz discuss how AI may reshape the financial services industry without replacing the human element that clients rely on most. From automation to efficiency, the opportunity isn’t about being replaced, it’s about adapting, staying nimble, and using new tools to better serve people.

Hear the full conversation on The Money Business Podcast for deeper insight into how advisors can evolve alongside technology.

01/07/2026

In your 60s, financial decisions carry more weight and less margin for error. Steve Gephart explains why this stage of life calls for a coordinated team of advisors who understand how your assets work together, from taxes to income strategy to long-term goals.

At Evolution Financial Group, we help clients act as the CFO of their financial life with clarity and confidence.

Learn more about our team-based approach: https://bit.ly/3N9AKsv

01/06/2026

Career paths aren’t always linear and sometimes the biggest growth comes from leaning into what you’re naturally drawn to.

Host Neal Regino talks with David Jacowitz, President of Evolution Financial Group, about how a career that began as an advisor evolved into leadership, ownership, and building a firm rooted in culture and vision.

From stepping into management to scaling an organization through people-first leadership, this conversation highlights why surrounding yourself with the right team is essential to long-term success.

Listen to the full episode of The Money Business Podcast for deeper insights on leadership, growth, and building a business that people want to be part of.

The start of a new year is a natural time to pause and reset. A thoughtful financial check-in can help ensure your strat...
01/05/2026

The start of a new year is a natural time to pause and reset. A thoughtful financial check-in can help ensure your strategy still aligns with where you’re headed.

If you’re looking for guidance as you review your plan, explore how Evolution Financial Group approaches holistic financial planning on our website: https://bit.ly/45rHgks

01/02/2026

Effective leadership often comes down to applying the same planning mindset across multiple responsibilities.

Brian Weyman and Stephen Smith discuss how managing personal goals and guiding a team can share the same core philosophy. When leaders are clear on their own direction, they’re better positioned to help others define priorities, stay accountable, and serve clients with consistency.

🎧 Hear the full conversation on The Money Business Podcast: https://bit.ly/3YT8kp7

Happy New Year from all of us at Evolution Financial Group.As we welcome a new year, we are grateful for the trust, coll...
01/01/2026

Happy New Year from all of us at Evolution Financial Group.

As we welcome a new year, we are grateful for the trust, collaboration, and community that defined 2025.

Here’s to a year of clarity, growth, and financial confidence for everyone we serve.

Wishing you a happy, healthy, and successful 2026.

A strong financial plan starts with a solid foundation. As you look ahead to 2026, this is a simple check-in on the core...
12/31/2025

A strong financial plan starts with a solid foundation. As you look ahead to 2026, this is a simple check-in on the core pieces that support long-term confidence and clarity. At Evolution Financial Group, we focus on building plans that work together, not in silos. https://bit.ly/4q4LWoO

12/30/2025

A career that allows you to change lives doesn’t come around often.

Financial services is more than planning and projections. It’s being able to guide someone through uncertainty, help families feel secure during difficult moments, and give people the confidence to make major life decisions with clarity.

The early years are demanding and require real effort. But for those willing to commit, the long-term impact and rewards can be extraordinary.

Watch the full episode of The Money Business Podcast for more perspective from Stephen Smith on building a meaningful career in financial services: https://bit.ly/4quC73d

A year-end financial check-in can make a meaningful difference as you look ahead to 2026. Taking time now to review your...
12/29/2025

A year-end financial check-in can make a meaningful difference as you look ahead to 2026. Taking time now to review your strategy, priorities, and protections can help you start the new year with clarity and confidence. Learn more at evolutionfg.com.

12/26/2025

Career changes often come with a question of impact.

Brian Weyman and Steve Smith are reflecting on financial services as a career path and why so many professionals wish they had discovered it earlier. Beyond the technical side, the real value comes from helping people navigate life’s hardest moments with preparation and clarity already in place.

The takeaway is simple. Planning matters most before you need it, and the ability to guide someone through that process is what makes this work meaningful.

🎙️Tune in to the full episode on the Money Business Podcast:

Address

1400 N Providence Road , Bldg 2, Suite 3007
Media, PA
19063

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(610) 891-9700

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Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1400 N Providence Road, Rosetree Building 1, Suite 117, Media, PA 19063 (610) 891-9700. Evolution Financial Group is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. David Jacowitz is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Pennsylvania, New Jersey and Delaware. He is also insurance licensed in Pennsylvania, New Jersey and Delaware. TC91342(1016)p