Evolution Financial Group

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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.

EVERY TEAM HAS ITS ROAD TRIP PERSONALITIES. 🚌🏈And if you've ever been part of a team, you know exactly what we're talkin...
10/22/2026

EVERY TEAM HAS ITS ROAD TRIP PERSONALITIES. 🚌🏈

And if you've ever been part of a team, you know exactly what we're talking about. 😂

A. FRONT ROW: Coach's favorite. Probably asleep before the bus leaves.

B. BACK ROW: The loudest section. Music, jokes and absolutely zero peace.

C. WINDOW SEAT: Headphones on. Hoodie up. Game-day mindset activated.

D. NEXT TO THE SNACKS: Strategic positioning. Always prepared.

At Evolution Financial Group, we love celebrating the moments that make college athletics special.

Through Beyond the Field, we're proud to support student-athletes both on and off the field.

Because the college athlete experience is about more than competition. It's about teammates, friendships, shared experiences and memories that last long after the final whistle.

Now we're curious… which seat was yours?👀

One Team. One Dream.

Estate planning isn't just for the wealthy. 💚It's for the parents raising a family.The couple buying their first home.Th...
10/21/2026

Estate planning isn't just for the wealthy. 💚

It's for the parents raising a family.
The couple buying their first home.
The business owner building something meaningful.
The individual who wants their wishes understood.

Estate Planning Awareness Week is a reminder that important conversations about the future aren't reserved for a certain age or income level.

Estate planning can involve decisions about beneficiaries, healthcare wishes, legal documents and how assets may be handled.

And while everyone's circumstances are different, understanding what applies to yours is a valuable place to begin.

💬 What's one estate planning misconception you hear most often?

10/20/2026

EVERYONE SEES THE HIGHLIGHTS. NOT EVERYONE SEES THE WORK BEHIND THEM.🏈

The game-winning plays.
The big moments.
The celebrations.
The opportunities.

But behind every highlight are the early mornings, extra reps, sacrifices, and countless hours of preparation that nobody sees.

Those experiences build more than athletic ability.

They develop discipline. Resilience. Accountability. Commitment.

And those qualities don't disappear when the game ends.

At Evolution Financial Group, we believe athletes deserve support that extends beyond their time in competition.

Through Beyond the Field, our financial division dedicated to supporting athletes during and beyond their playing careers, we help athletes better understand their financial opportunities, protect what they've worked hard to earn, and navigate important financial decisions throughout their lives.

From NIL opportunities and income protection to wealth management, retirement considerations, and life after sports, our focus extends well beyond the scoreboard.

Because an athlete's future is about more than the next game.

The highlights capture the moment. The work behind them helps shape what comes next.

One Team. One Dream. 💚

👋 MEET THE FINANCIAL PROFESSIONAL: MIKE CHURCHSometimes the most meaningful career changes start with a realization abou...
10/19/2026

👋 MEET THE FINANCIAL PROFESSIONAL: MIKE CHURCH

Sometimes the most meaningful career changes start with a realization about your own future. 💚

For Mike Church, Financial Representative at Evolution Financial Group, that realization came after spending 25 years in a union. Like many hardworking Americans, Mike had counted on his pension to help provide for retirement. But as he took a closer look, he realized it might not be enough to support the future he'd envisioned.

That experience changed his career path.

After connecting with Steve Smith and learning more about financial services, Mike discovered an opportunity to help others ask the same important questions he'd once asked himself.

Today, with five years at Evolution Financial Group, Mike works from our Marlton, NJ office, helping individuals and families better understand their options for life insurance, retirement accounts, and protecting what they've worked hard to build.

His favorite part of the job? Knowing he's helped someone understand something that could make a meaningful difference for their family, sometimes for generations.

And his philosophy is refreshingly simple: Treat people the way you'd want to be treated.

Outside the office, Mike is a family man with a son, two daughters, and FOUR dogs! 🐾

He's also a classic car enthusiast who enjoys buying and selling motorcycles and automobiles, working on projects around the house, hiking, traveling, and spending time with his family.

Ask his coworkers to describe him in three words? Dependable. Likable. Funny.

We're proud to have Mike as part of the Evolution family!

💚 Help us celebrate Mike in the comments!



Equity Services, Inc. and its representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Success doesn't happen overnight. It's built through the small decisions, consistent actions, and commitment to keep mov...
10/17/2026

Success doesn't happen overnight. It's built through the small decisions, consistent actions, and commitment to keep moving forward, even when progress feels slow.

Whether you're growing your career, strengthening your financial future, or working toward a personal goal, every step matters.

At Evolution Financial Group, we believe meaningful progress comes from having a clear direction, staying committed to your goals, and surrounding yourself with people who encourage you to grow.

The results you want tomorrow begin with the actions you take today.

💚 Keep showing up. Keep learning. Keep evolving.

YOUR FIRST NIL DEAL COULD BE THE START OF SOMETHING BIGGER. 🏈💚It's not always about the size of the first check.For toda...
10/15/2026

YOUR FIRST NIL DEAL COULD BE THE START OF SOMETHING BIGGER. 🏈💚

It's not always about the size of the first check.

For today's student-athletes, NIL is opening doors to opportunities that go far beyond earning money.

🤝 Building professional relationships.
💰 Learning to make smart financial decisions.
📈 Developing a personal brand.
🏆 Creating opportunities for life beyond sports.

And sometimes, that first opportunity is where the biggest lessons begin.

At Evolution Financial Group, we're proud to support student-athletes through Beyond the Field, helping them build the knowledge and confidence to make the most of their opportunities today while preparing for tomorrow.

Because the goal isn't just to earn more. It's to build something that lasts.

One Team. One Dream.

Filed a Tax Extension? Tomorrow Matters!October 15 is almost here!If you requested an extension for your 2025 federal in...
10/14/2026

Filed a Tax Extension? Tomorrow Matters!

October 15 is almost here!

If you requested an extension for your 2025 federal income tax return, tomorrow is the filing deadline for most taxpayers.

Before the deadline arrives, here's a quick reminder:

✅ File your return: An extension gives you additional time to file, not an automatic extension to pay.

✅ Double-check the details: Review your income documents, deductions, and other important information.

✅ Connect with your tax professional: If you have outstanding questions, now is the time to address them.

And here's something worth remembering: Tax season may have a deadline. Your financial strategy shouldn't.

At Evolution Financial Group, we believe understanding how taxes fit into your broader financial picture is an important part of making informed decisions throughout the year.

📌 Save this reminder or share it with someone who filed an extension!

*Certain taxpayers, including those qualifying for disaster-related relief, may have different deadlines.



Equity Services, Inc. and its representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

10/13/2026

You know your financial life. But does anyone else? 👀

Think about it.

You know where your accounts are.
You know which bills need to be paid.
You know who handles your insurance.
You know where the important documents are.

But if someone had to step into your financial life tomorrow…

Would they know where to begin?

It's a conversation that's easy to put off, especially when everything is running smoothly.

But financial preparedness isn't just about building wealth. It's also about making sure the people you trust have the information and appropriate authority they may need if something unexpected happens.

💚 Are your important documents organized?
💚 Are your beneficiaries up to date?
💚 Does someone know which financial professionals and attorneys to contact?
💚 Have you made arrangements for someone to act on your behalf if necessary?

Because protecting the life you've built also means thinking about the people who may one day need to navigate it.

At Evolution Financial Group, we believe meaningful financial conversations go beyond the numbers.

📌 Save this as a reminder to have a conversation with someone you trust.



Equity Services, Inc. and its representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

The meetings matter. The work matters. But so do the moments in between. 💚The conversations before an event starts. The ...
10/12/2026

The meetings matter. The work matters. But so do the moments in between. 💚

The conversations before an event starts.
The laughs nobody planned for.
Families coming together.
Celebrating wins.
Catching up with someone you haven’t seen in a while.

These are some of our favorite moments from recent Evolution events - and a pretty good look at the people who make Team Evolution what it is.

Because culture isn’t something you put on a wall.
It’s something you can see in the people.

Here’s to the people behind Evolution. 💚

10/10/2026

Everyone talks about retiring FROM something.

The deadlines.
The early mornings.
The packed calendars.
The daily grind.

But here's a better question: What are you actually retiring TO?

More mornings with your grandchildren?
A passport full of stamps?
Finally turning that hobby into something bigger?
More time with the people who matter most?

Retirement isn't just about reaching a certain age or hitting a number in your account.
It's about having the freedom to spend your time the way you want.

And the sooner you understand what that next chapter looks like, the more intentional you can be about preparing for it.

At Evolution Financial Group, we believe your financial strategy should support the life you want to live.

💚 Your turn: Finish this sentence.
"When I retire, I want more time for ______."

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

Website

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