Serving the community since 1998
EVFS was founded by James Clark in 1998. With Jim’s previous experience as a Long Term Care Administrator and former Director of Behavioral Health Services, Jim brought integrity and care to the social work side of the fiduciary business. In 2008, a successor was found in Michael Bogle. As an Accredited Investment Fiduciary and with an extensive background and experience in the financial services industry, EVFS now has the right blend of social work and financial skill under one roof.
A successful professional private fiduciary is active at all levels of the profession. Most importantly, where family or friends are unavailable to assist you in navigating through life’s journey, one solution is East Valley Fiduciary Services. A person(s) dedicated to meeting the needs and responsibilities of those who cannot do so for themselves. EVFS mission statement is clear; “it is the mission of East Valley Fiduciary Services to promote the health and well-being of all persons entrusted for guardian and/or conservatorship.” Inclusive are the individual rights to dignity and respect; courteous and competent service; to work with professionals with the highest standards of ethical and personal integrity; communication and cooperation, plus the highest level of knowledge and competency in the profession.
Get in touch
We at East Valley Fiduciary Services know that finding the right fiduciary is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.