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.


employees on our team


year track record of demonstrated results


in client assets under advisement

Data as of 9/30/2021


Top 100
Barron's 2021 top
independent advisors*

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Meet Vivien Johnson

CFA, CFP®, Wealth Advisor

As a dedicated Wealth Advisor, Vivien provides personalized investment advice and advanced planning for our clients.

See Full BioMeet The Team

Contact Eaton Vance WaterOak

*September 20, 2021, 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