Managing Your Money Is Not Part Of Your Job Description
NoDa Wealth Management helps busy professionals delete their financial stress and make the most of their wealth building years.
Your financial future is in good hands.
You're Navigating Major Life Changes.
Your life is full, you're making good money, and you’re ready to make the most of it.
But you have questions...
"I want to enjoy life now, but I also want to make sure I’m maximizing my wealth building years. How can I balance both?"
"With my busy schedule, how do I optimize my income? What strategies help me do this?"
I’m unsure if I’m maximizing my investments. How can I gain clarity and confidence in my strategy?
...and we have answers!
Book Your Free Assessment
Ready to take control of your financial future? Book your Free Assessment for a relaxed, 20-minute chat to streamline your wealth.
Our calls are always relaxed and hassle-free. Guaranteed.
Why Choose NoDa Wealth?
We get it — managing money while juggling career growth, family, and everything else can be a lot. We simplify your financial decisions so you can focus on living life now, while making sure your future is covered. Stress-free, straightforward, and totally personalized.
At NoDa Wealth, we are...
Tailored for Life's Biggest Moments
We help you plan for major life transitions, like career changes or starting a family, while still living your best life today.
Transparent, No-Nonsense Strategies
Our approach is clear and straightforward—data-driven solutions that eliminate the guesswork and keep you on track.
Certified Experts You Can Trust
With CFP® professionals and fiduciaries on your side, you get expert advice that’s all about making your money work for you.
Meet Your Guide
Evan Luongo, CFP® and owner of NoDa Wealth, is here to help you make smarter financial moves. Evan serves as a fiduciary for busy professionals to create personalized plans that let you enjoy life today without sacrificing your future.
From organizing your cash flow to optimizing your investments, Evan will guide you through every step, so managing your money is stress-free and straightforward.
Grab Your Free Copy
Download our Free The Top 15 Checklist Items to Maximize Your Wealth Building and get started aligning your finances today!
*By downloading, you agree to receive emails from NoDa Wealth.
Our 3-Step Process
Our simple 3-step process lets us connect with you, dive into your financial story, and craft a personalized plan that helps you tackle life’s transitions and make your money work harder for you!
Book Your 20-30 Minute Anti-Sales Call
Book a 20-30 minute call, virtual meet, or coffee chat to see if we’re the right fit for your financial journey.
After all, you wouldn’t ask a chef to fix your car!
'Tell Me More' Meeting
Join us for a relaxed 60-minute conversation, in-person or virtually, where we’ll dive into your financial goals and what matters most to you. This helps us create advice that truly fits your lifestyle.
Like a good coach, we need to understand your game before strategizing!
Assessment Review
We'll send you a personalized financial plan with clear recommendations to enhance your financial situation.
We’ll break it down in straightforward terms, helping you optimize your income, navigate your investments, and chase your financial dreams!
Take the First Step - For Free
Feeling overwhelmed? Let’s simplify things! Schedule your Free Assessment for an easy, 20-minute chat to help you tackle life’s transitions.
Enjoy a hassle-free conversation that puts your needs front and center!