Evan Heath is a senior wealth advisor with Baker Tilly Wealth Management, LLC. He has nearly 15 years of experience providing financial guidance, investment planning and related services to a diverse client base as a fiduciary. Evan is dedicated to helping clients reach their financial goals. He focuses on protecting client wealth, managing taxable events, planning out client giving and delivering ongoing client education. By recognizing that goals may change, but values almost never change, he creates personalized plans tailored to the client.
- Guides clients through financial planning during complex life transitions including divorce, inheritance and retirement
- Advanced planning expertise: Estate planning strategies including trusts, charitable giving and legacy planning
- Long-term relationship management with multigenerational families
- Committed to inclusive financial planning, with specialized experience serving LGBTQ+ individuals and families with sensitivity and understanding
- Helps clients plan the accumulation and distribution of their assets while minimizing expenses and tax burdens
- Brings broad experience from roles at leading financial institutions
- Builds client trust by simplifying intricate financial concepts and delivering ongoing education tailored to each client’s knowledge level and goals
- Coordinates with certified public accountants (CPAs) and estate attorneys to ensure seamless implementation of financial strategies
- Offers flexible virtual meeting options to accommodate clients nationwide, ensuring consistent engagement regardless of location
- Specializes in executive compensation planning, helping clients navigate and integrate equity-based awards such as restricted stock units (RSUs), incentive stock options (ISOs), non-qualified stock options (NQSOs) and stock appreciation rights (SARs) into their broader financial strategies
- CERTIFIED FINANCIAL PLANNER™
- Angel’s Wish Animal Rescue
- Madison Youth Choirs, board member
- Wisconsin LGBT Chamber of Commerce, member
- Madison Metropolitan School District, musical coach
- Madison Youth Arts Center, committee member
Disclosure
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. Reference to registration does not imply any particular level of skill. Baker Tilly Wealth Management, LLC is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2025 Baker Tilly Wealth Management, LLC
