Our Story

EvoQue Investments was founded on October 31st, 2019 by two women who had a dream of changing the paradigm of money. Melissa Lydon and Jessica Bartle co-founded an investment firm, free of ego, greed and a realm in which money is owned by the financial world and cultural presets.

While breastfeeding infants and wrangling toddlers, two hardworking and determined women, up for a leap of faith, a wild ride and a commitment to their values, a dream was born. Through our boutique firm we connected with clients and employees that desire a relationship with money and business filled with repose, compassion, and autonomy and a goal to elevate positive change in our economic culture.

We help individuals, nonprofits, and businesses discover and create their own story with money. We raise awareness about how to have an emotionally intelligent relationship with life and money and go on a journey with clients, together, to connect their investments and finances to the values of their business, family, work, friendship, and love. We realized what differentiates us is that we help to support clients in their own self direction and autonomy with money and life.

We were done surviving in the obstinate financial and professional world. We took a leap of faith, leaving the corporate way of wealth management, and began anew. We started our own investment firm with authenticity and transparency. We researched how to launch an RIA, and quickly discovered we could partner with Integrated Advisors Network to support our compliance, custodian, operations, and resources while maintaining our independence. Through this partnership we can offer deep, but often flexible resources, that we could not find at a broker dealer.