Established in July of 2006, Wolk Financial Management is a full-service financial management firm under the direction of Evan Wolk. Evan believes that founding WFM better enabled him to provide his clients a high level of service while taking into account investment goals, time horizons, and risk tolerance.
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Bachelor of Arts - International Affairs concentrating in Economics
Securities and advisory services offered through KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor. Wolk Financial Management and KMS are separate and unaffiliated. Wolk Financial Management is not a registered investment advisor or broker-dealer.