Wyatt Moerdyk

AIF®
Retirement, Investing, Small Business
87%
Helpful
41
Answers
1
Articles
89
Followers
  • Boerne, TX
  • 210-591-1170
  • www.evidenceadvisors.com
“Wyatt A. Moerdyk, Accredited Investment Fiduciary® and founder of Evidence Advisors Investment Management, is committed to bringing the advancements in technology and modern finance to more investors, and making it personal.”
Firm:

Evidence Advisors Investment Management

Job Title:

CCO/Managing Member

Biography:

Wyatt A. Moerdyk is an Accredited Investment Fiduciary® and founder of Evidence Advisors Investment Management. Wyatt has twelve years of experience providing financial planning and investment advice. Also, as a former educator he truly has the “heart of a teacher”, and takes great care in providing clients with an understanding of investing. Wyatt is committed to upfront, transparent, and reasonable pricing and following a fiduciary standard of care.

​At Evidence Advisors, LLC, Wyatt and his team provide their clients with discretionary investment management services. Their focus is primarily on building passively managed or index fund portfolios that are customized to meet their clients’ level of risk. Their investment strategies are strongly based upon the academic research of leaders in the field of finance. Evidence Advisors, LLC takes an “evidence based” approach to investment management. Wyatt believes that there is a significant body of scientific evidence that can be applied to practical investing.

Wyatt and his team also provide asset management and financial planning services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations and small businesses. They are committed to the precept that by placing the client’s interests first, they will add value to the asset management process and earn the client’s trust and respect. Wyatt values long term relationships with his clients whom he regard as strategic partners in his business.

CRD Number:

4644751

Disclaimer:

Investment advice provided through Evidence Advisors, LLC a Registered Investment Advisor firm.

All Articles
Sort By:
Most Helpful
October 2016

All Answers
Sort By:
Most Helpful
    401(k)
Will I have restrictions on continuing to contribute to my 401(k)?
100% of people found this answer helpful

You cannot contribute to a 401(k) plan at a company that you no longer work for. Fidelity might have been suggesting an IRA rollover, and then you could continue your contributions, however the maximum amount is $5,500 plus an additional $1,000 if you are over 50 years old.

Most likely, the SIMPLE plan will be your best bet. In a SIMPLE plan employers match contributions, and depending on the company they used to set up the SIMPLE, they usually have a wide selection of investment options.

Wish you the best at your new job.

 

Wyatt A. Moerdyk, AIF®

Managing Member/Chief Compliance Officer

Accredited Investment Fiduciary®

Evidence Advisors Investment Management

Office: 210-591-1170

Email: wyatt@evidenceadvisors.com

Web: www.evidenceadvisors.com

Investment Advisory Services offered through Evidence Advisors, LLC, a registered investment advisor. Investopedia, LLC and Evidence Advisors, LLC are not affiliated.

 

October 2016
    Investing
How should I invest my 403(b)?
100% of people found this answer helpful
October 2016
    Pensions
How do new regulations affect 403(b) plans?
100% of people found this answer helpful
October 2016
    Retirement, Investing
How should I invest my money towards retirement?
100% of people found this answer helpful
October 2016
    401(k), IRAs
What are the best potential options regarding my IRA and 401(k)?
100% of people found this answer helpful
October 2016