Sam Evans
In response to this, Sam established Evans Wealth Management, a fee-only financial advisory firm that does something simple yet astonishingly rare: treats people the way he wanted to be treated. This involves listening, staying attuned to the needs and objectives of clients, and being proactive to ensure meeting them in time. By definition, this helps clients steer clear of the regret of succumbing to sales tactics used daily by other advisors to peddle unnecessary products. Instead, Sam spends the time to understand his clients, which enables personalized guidance to navigate the maze of financial options, without sacrificing freedom of choice or ambition.
Sam knew he wouldn't be able to place a client's interests above the corporation's at a large firm. At Evans Wealth Management, he's found a way to deliver high-quality financial guidance with a personalized touch, while staying loyal to those he serves.
Looking for an experienced, trustworthy financial advisor that works in your family's best interest, without exception? Get in touch with Evans Wealth Management today.
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.
Tennis / Golf
College Football (Auburn
Spending Time with Family
5715560
151640
Exempt
Alpharetta,Braselton,Buford,Cumming,Duluth,Gainesville,Hoschton,Lawrenceville,Marietta,Norcross,Roswell,Snellville,Suwanee
10
10
Businesses, Individual Investors
Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Financial Planning for Individuals, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning
Yes
Yes
I have a clean record
I have a clean record
CFA®, MBA
CFA Institute
Rotary Club of Peachtree Corners Campus Church
Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds, Alternative Investments
Phone, Our Office, Video Conference
Fee-Only
$1,000,000
Based on Assets, Flat Fee
Yes
With Evans Wealth Management, you get concrete answers to your big-picture questions, and a wide range of paths to choose from. By understanding your story, values, goals, and concerns, we're able to form a cohesive financial strategy around them - identifying tax-saving opportunities for the best possible results. Since achieving financial security is a fluid process, we make your ongoing plan adaptable to your shifting priorities.
Engagement areas may include:
- Cash flow analysis
- Retirement planning
- Debt reduction
- Evaluating benefit packages
- Pension buyout offers
- Tax planning
- Social security timing
- Divorce settlement offer analysis
- College funding
- Preliminary business valuation
See firm website for more details.
Do you have a customer satisfaction or refund policy?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
