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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Number of Years with Current Firm
Work with the following types of clients
Advisory Services Provided
Can meet clients in the following ways
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Minimum Portfolio Size for New Managed Accounts
Bachelor of Science Degree - Accounting
Masters in Business Administration (MBA) - Financial Services