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About Evans Wealth Management |
Driven solely by client goals, Evans Wealth Management keeps you on track toward your success?
No hype, no sales pitches, no pressure.
You may have a laundry list of questions about your money, and how to handle it moving forward.
As an independent, relationship-driven, fee-only advisory firm, Evans Wealth Management knows
that the answers to these questions don't lie in high-cost products with overly optimistic
growth projections.
Through objective financial guidance and proactive wealth management, we help you leverage your
finances as the tool they're intended to be: for happiness, success, peace of mind, and a
confident future.
You Point, We'll Drive
Your long-term success is the destination, your money the vehicle.
At Evans Wealth Management, we approach our relationship differently. By understanding your
story, aspirations, and preferences, we identify opportunities you may not see for yourself,
agree on a way forward, and keep you on track, making changes when necessary along the way.
Acting in your family's best interests, we empower you to pursue your short- and long-term
financial goals on your own terms.
We're not just another financial advisory firm. We're a new breed'one whose service will never
leave you wondering if your account is a priority.
No pressure, no obligation. Call us today at (770) 828-8303 for a free consultation, and
experience the Evans difference for yourself. |
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General Information |
| Years of Experience in Financial Services: |
10
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| States Licensed in: |
Exempt
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| Number of Years with Current Firm: |
10
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| Work with the following types of clients: |
Businesses, Individual Investors
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| States Willing to do Business in: |
Alpharetta,Braselton,Buford,Cumming,Duluth,Gainesville,Hoschton,Lawrenceville,Marietta,Norcross,Roswell,Snellville,Suwanee
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| Advisory Services Provided: |
Financial Planning for Businesses, Financial Planning for Individuals, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments
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| Can meet clients in the following ways: |
Phone, Our Office, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFA®, MBA
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| Financial Organization Memberships: |
CFA Institute
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| Non-Financial Organization Memberships: |
Rotary Club of Peachtree Corners
Campus Church
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Compliance |
| Criminal Disclosures in Last 5 years: |
I have a clean record
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Registered Investment Advisor: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Flat Fee
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| Minimum Portfolio Size for New Managed Accounts: |
$1,000,000
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Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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If for some reason you were not satisfied, your money would be refunded. |
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How are you compensated? How will I pay for your services? |
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No sales commissions are accepted. We work for you. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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An Investment Policy Statement is developed and agreed to by you. No material changes to your account take place without your written permission. |
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