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Wyatt Moerdyk

AIF®
Retirement, Investing, Small Business
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“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.

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October 2018

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    Investing, Life Insurance
Is it a wise decision to invest in an Index Universal Life Policy?
50% of people found this answer helpful

Good question. Many people ask about life insurance as an investment, and you stated you wanted to "use it not only as a retirement plan, but as an investment." My personal rule, and the advice I give all my clients, is to only buy term life insurance. In my opinion, life insurance is neither a retirement plan nor an investment. Look at the cost of a term life insurance with the same death benefit amount, and then take the difference you were going to spend on the IUL and invest that in a low cost index mutual fund. I think you will find your long term outlook will be much better on the investment side, and the protection that is provided by the life insurance will come at a much lower cost.

Happy to help, and good luck with your investing.

 

Wyatt A. Moerdyk, AIF®

April 2017
    401(k), IRAs, Taxes
Should I open an IRA in addition to my 401(k) to decrease my tax burden?
33% of people found this answer helpful
April 2017
    Financial Planning, Pensions, 401(k)
Can I put a 401(k) into my pension before I start taking payouts?
33% of people found this answer helpful
April 2017
    Financial Planning, Investing
What investment account should I use for emergency savings?
50% of people found this answer helpful
March 2017
    Personal Finance, IRAs
As a beneficiary, can I refuse part of an IRA account?
33% of people found this answer helpful
March 2017