“My career in financial services for the last almost 17 years has been about finding that balance between what I want to offer my clients, how I want to structure my practice, and how I want to serve my clients.”
What once began as a first job out of college for Melissa Reaktenwalt, quickly turned into a lifelong career and personal journey. After working within a credit union system, Melissa desired the opportunity to offer her clients options that better fit their unique needs – turning her passion for accessible financial services for all into a reality. In 2018, she took a leap into the independent space and founded EViE Financial. Now, Melissa specializes in offering wealth management and financial planning services with a focus on education, vitality, independence, and empowerment – the true meaning behind EViE Financial.
Don’t miss Episode 177: Thinking Out-of-the-Box, as Melissa joins Cambridge CEO Amy Webber to discuss:
Melissa is a biracial black woman who found her calling as a financial services professional and wealth manager. She is passionate about educating individuals on the power of smart and efficient money management. She grew up with minimal means, but in the company of a family that never quit despite challenging financial circumstances. That upbringing, along with her formal education and extensive experience with clients from varied paths, prompted her to start EViE Financial Group in the fall of 2018 to turn that passion into accessible financial services for all. In Melissa’s words, money management and financial wellness are her jam!
Through EViE, the focus remains on actionable financial strategies combined with the firm’s values: education, vitality, independence, and empowerment. The EViE team encompasses the core values with every event, interaction with a client, and service to the community, and take pride in working with clients in a transparent, education-first way.
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC , to residents of: AZ, CA, CO, DC, FL, GA, ID, IL, IN, MA, MD, MI, MN, NC, NY, OH, PA, SC, TN, TX, VA, and WA. Cambridge and EViE Financial Group are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
EViE Financial and Cambridge are not affiliated.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.