pillar Immersive

We are immersive.

We plug ourselves into your financial landscape and personal goals. This enables us to offer comprehensive financial advice that connects multiple solutions and finds every opportunity.

pillar Tested

We are market-tested.

With nearly a century of experience, we have every playbook from every market cycle.
History informs us, but innovation drives us.

pillar Fluid

We are fluid.

We are not beholden to the standard ways of doing things. We are not rigid in our beliefs. We are adaptable to all circumstances and landscapes, in both the economy and our clients’ lives.

pillar Loyal

We are loyal.

We have no hidden motives or agendas. As fee-only fiduciaries, we exist to serve your best interest.

pillar Innovative

We are innovative.

We create unique and unconventional solutions that are drawn from and validated against a network of global resources.

 
68

employees on our team

 
96+

year track record of demonstrated results

 
$12.8B

in client assets under advisement

Data as of 12/31/2020

Awards

Top 100
Barron's 2020 top
independent advisors*

Barron's Logo

Team

Meet Caitlyn Ambrosi

CFP®, Wealth Planning Advisor

As a Wealth Planning Advisor, Caitlyn works hands on with individuals and families to achieve their financial planning goals.

See Full BioMeet The Team

Contact Eaton Vance WaterOak

*September 14, 2020, Barron’s 2020 Top Independent Advisors. Participation in Barron's Top 100 RIA Firms ranking is by invitation only. Firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan.