Evan Avgerinos, CBC, CFS®

Senior Financial Consultant


Evan Avgerinos is the founder and President of the Valley Forge Consulting Group, a financial planning and insurance brokerage firm specializing in employee benefits and retirement plans. He has provided these services to privately and publicly held companies, including ones listed in the Fortune 500, for over 24 years. As a consultant with Ellis Investment Partners, LLC, he also provides investment management and financial planning services to business owners and corporate executives. Due to his experience with high net-worth clients, Evan has been invited to speak on financial planning concepts at industry events, including one held overseas. Evan holds the Chartered Benefits Consultant (CBC) designation and Certified Fund Specialist® (CFS®) designation. Also, he is a graduate of Pennsylvania State University.

Prior to joining Ellis Investment Partners, LLC as an original team member, Evan was associated with Capital Management Services, Inc. from December 2001 through March 2012. Prior to joining Capital Management Services, Inc., Evan was associated with Lincoln Financial Advisors from May 1994 through April 2001.

Evan is an active supporter for Child Advocates, which provides pro-bono support for abused children in Philadelphia. Evan and his wife, Mary, have been married for 25 years and have three children.

Email: evan@ellisinvestmentpartners.com

Investment Advisory Services are offered solely by Ellis Investment Partners, LLC a Registered Investment Adviser, 920 Cassatt Rd., 200 Berwyn Park Suite 115, Berwyn, PA 19312, (484) 320-6300. Valley Forge Consulting Group, Inc. and Ellis Investment Partners, LLC are not affiliated.
To find out more on services offered through Valley Forge Consulting Group, Inc., please click on the following link: www.valleyforgegroup.com

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