Doug R. Evernham, CFP

Doug R. Evernham, CFP®

Doug is the Director of Investments and owner of Crosspoint Wealth Advisors, LLC.

Doug graduated from Purdue University, West Lafayette, Indiana in 2002 with a Bachelor of Science degree in Financial Counseling and Planning. He began his career in 2002 in Evansville, Indiana, as an Investment Portfolio Manager with Old National Wealth Management. In 2008 Doug joined Crosspoint Wealth Advisors as Director of Investments. As Director of Investments, he is responsible for the management of client portfolios, research, and oversight of all investments.  He earned his CERTIFIED FINANCIAL PLANNERTM certification in 2013.

Doug is passionate about helping clients integrate their investment strategy with their values, needs, and goals. He believes that asking the right questions is of utmost importance when developing an investment portfolio or an estate plan.  Those significant questions separate Crosspoint from other investment management firms, helping clients create the financial legacy they envision. 

Doug resides in Carmel, Indiana, with his wife and two young children. He enjoys playing golf and other outdoor activities, as well as spending time with his family and friends. Doug is active at his local church and other community organizations.