Evan Lavoie, CFP®, CEPA®, CRPC®, RICP®, BFA®
Partner & Financial Planner
Experience & Background
I began my career in financial services in 2006 because I wanted to help people use their resources to live their best lives, not just accumulate numbers on a statement. After several years in the industry, I joined Continuum Consulting Group, where I now serve as a Partner and share leadership of the practice. My work spans comprehensive financial planning and investment management for individuals and families, with a particular focus on executives and professionals in transition. Over the years, I’ve developed deep experience guiding clients through complex decisions, helping them move forward with a sense of direction and ease.
Planning Philosophy
I believe financial planning is ultimately about life planning, aligning money with what truly matters so that clients can make confident decisions in the face of change. My role is to bring structure, clarity, and calm to situations that often feel unclear or overwhelming. I’m intentional about educating clients, walking them through trade-offs, and creating strategies that are both technically sound and emotionally grounded. Whether someone is evaluating a new job offer, planning for retirement, or figuring out what’s next after a major life event, I aim to be a thinking partner they can trust, not just an investment manager.
Outside the Office
Outside the office, my favorite role is being a husband and dad. I love spending time with my wife, Janna, and our son, Aidan. Whether that’s coaching his soccer team, showing up for school events, traveling, or just hanging out together at home. I also enjoy technology and building things, from custom gaming PCs to 3D-printed projects, and I’m always tinkering with something new. Those creative and family-centered moments help keep me grounded and remind me why the work I do for clients really matters.
Fun Fact
I’m an unapologetic car and tech enthusiast. If I’m not tinkering with a PC build or new gadget, there’s a good chance I’m working on my Porsche 914 project car, with Aidan nearby offering his “expert” opinions.