Sam Evans MBA, CFA
Evans Wealth Management
Suite 200
Duluth, GA 30097
Enjoy Life.
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.
General Information |
| Firm Start Year: | 2009 | |
| States Licensed in: | GA |
| I work with the following types of clients: | Businesses , Individual Investors |
Services |
| Investment Types: | Exchange Traded Funds (ETFs) , Stocks , Alternative Investments , Mutual Funds , Bonds |
| I can meet clients in the following ways: | At my office , At your office , Via phone |
Qualifications & Memberships |
| Financial Organization Memberships: | CFA Institute |
| Non-Financial Organization Memberships: |
Rotary Club of Peachtree Corners Campus Church |
Compensation and Fees |
| Fee Structure: | I am a Fee-Only financial professional |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets , Flat Fee |
Board Positions
| Organization: | Rotary Club of Peachtree Corners GA |
| Position : | Board Member / Membership Chair |
| Duration : | January 2012-Currently holding |
Education
| Bachelor of Science Degree - Accounting |
Lipscomb University
- |
| Masters in Business Administration (MBA) - Financial Services |
Lipscomb University
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Faqs
- Do you have a customer satisfaction or refund policy? If for some reason you were not satisfied, your money would be refunded.
- How are you compensated? How will I pay for your services? No sales commissions are accepted. We work for you.
- If you are going to manage my account, will you obtain my permission every time you buy or sell something? An Investment Policy Statement is developed and agreed to by you. No material changes to your account take place without your written permission.
Sam Evans MBA, CFA
CFA
After experiences with several different advisors for his own finances, Sam Evans noticed the need for a different type of approach?one that allows advisors to serve clients rather than corporate interests.
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.
My Services
Financial Advice & Consulting |
|
?How much do I need to retire? Will I outlive my money? What is the best path to achieving my goals while minimizing my risk? How do I secure my family?s finances when my wealth is tied to my business?? 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. |
Communities Served
| Alpharetta | Braselton |
| Buford | Cumming |
| Duluth | Gainesville |
| Hoschton | Lawrenceville |
| Marietta | Norcross |
| Roswell | Snellville |
| Suwanee | |
Office Hours
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
Awards & Recognitions
(06/01/2012)
The award recognizes outstanding service to the organization.
Social Networks
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