Who We Are

Wealth Management Firm in Kansas City

Who We Are

Always be willing to evolve. Always provide value. Always have a plan.

EVP Capital Advisors provides a comprehensive range of investment consulting services, including wealth management, retirement planning, and other ancillary services. We know that you are unique, so we engage you accordingly. We offer a tiered approach, whereby you employ us in the manner which provides the most value to you.

Our name is based on these core tenets. They are the foundation of our firm, both in how we interact with you and how we manage investments. We believe that investors who follow a carefully planned strategy that focuses on their unique goals have a higher success rate than those who make frequent changes based on current events.

Creating Tailored Investment Plans

Before establishing an investment plan for you, we first assess your tolerance for volatility, along with the goals you aim to accomplish. Adhering to this approach has proven to be both additive to returns and a reliable method of managing risk. All portfolios must be constructed from a plan - otherwise, it’s just a form of speculation.

You know what you're paying for

Trust and transparency are the biggest keys to a successful financial advisory relationship. We believe in transparency as a core business practice and a competitive advantage. In an industry known for hidden fees, we aim to eliminate all ambiguity and inform our clients of exactly what they’re paying for and what they can expect to receive in return.

Ryan Patton, CFP, CIMA

Managing Director | Chief Investment Officer

Ryan leads the firm’s Investment Committee and is responsible for financial planning, investment due diligence and strategic direction for the firm.

Prior to co-founding EVP Capital Advisors, Ryan spent nine years working at UBS Financial Services within the division of Wealth Management Americas. His time at UBS commenced in Chicago, where he received advanced training in many areas of private wealth, working with various teams that comprised the Private Wealth Management office. He brought this experience back to the UBS office in Kansas City and soon became a partner on a prominent, local team, focusing his attention on comprehensive planning and investment management for high net worth individuals and foundations.

Nick Bloch

Partner | Chief Operating Officer

Nick is responsible for oversight of operations and strategic direction for the firm. Prior to co-founding EVP Capital Advisors, Nick spent eight years working at Fivestar Lifestyles, the operating and management company of The National Golf Club of Kansas City and Parkville Commons Shopping Center. From assisting in developing residential neighborhoods to leasing and managing a retail center, Nick developed strong managerial skills. Prior to his time in real estate, Nick worked in New York at Bear Stearns, which laid the foundation for his passion to change the wealth management industry. Nick received a B.S. in Business & Finance from the University of Kansas.

Our Team

EVP Team Advisory Board Advisory Board

Compliance Consultant

Mark J. Donaldson

Mr. Donaldson has been in the investment business for about 20 years, spending 12 years as a CCO, with an emphasis in operations, trading, finance, and compliance. Before founding his practice in 2008, he served over 3 years as CCO of a national broker-dealer/investment advisor with over 400 registered personnel. During the last two of those years, he also served on a national compliance counsel for the Financial Services Institute.

VP for Finance/Operations & Treasurer, William Jewell College

Brian Clemons

Prior to taking over his positions at William Jewell in 2010, Mr. Clemons served for more than 20 years at Hallmark Cards. His experience at Hallmark includes time as Finance Director for Party & Gift Presentation; Business Transformation Director; Chief Financial Officer for Hallmark International (in England); Chief Financial & Administrative Officer for Halls Merchandising; and Finance & Administration Vice President for Hallmark Flowers. He holds a B.A. from the University of Missouri-Kansas City and an MBA from the University of Texas-Austin.

Partner, Verdad Advisers

Daniel Rasmussen

Mr. Rasmussen is the co-founder and portfolio manager of Verdad Fund Advisors. Verdad builds public equity portfolios that replicate the private equity approaches of top endowments. Prior to founding Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan graduated from Harvard summa cum laude and Phi Beta Kappa and earned his MBA at the Stanford Graduate School of Business. He is also the New York Times bestselling author of “American Uprising,” which tells the story of a slave revolt in New Orleans.