Evan S. Wardner, MBA, CFP ®

Wealth Manager

We are pleased to welcome a new member to our Team!

Evan S. Wardner, MBA, CFP® provides an added dimension of Financial Planning and Investment Advisory expertise to our Team at LPL Financial.

With many years of professional experience in the fields of retirement planning and wealth management, Evan has worked in banks, insurance agencies, and wealth management firms in western New York.

In addition to his private practice, Evan has also acted as Director of CFP® Education Programs at regional colleges and universities, offering career training and professional education to finance professionals across New York State.

Evan provides comprehensive advice and financial guidance to his clients, helping them save for retirement, pursue life goals, and secure their family’s financial future.

Feel free to call our office for a conversation with Evan, or to arrange a meeting with him.

Phone 716-667-2066
Fax 716-667-2068