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.
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: | Exempt |
| Number of Years with Current Firm: | 10 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses |
Services |
| Investment Types: | Bonds, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Video Conference, Our Office, Phone |
Qualifications & Memberships |
| Financial Organization Memberships: | CFA Institute |
| Non-Financial Organization Memberships: | Rotary Club of Peachtree Corners Campus Church |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $1,000,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Board Positions |
| Organization : | Rotary Club of Peachtree Corners, GA |
| Position : | Board Member / Membership Chair |
| Duration : | January 2012-12/2019 |
Education |
| Bachelor of Science Degree - Accounting | Lipscomb University
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| Masters in Business Administration (MBA) - Financial Services | Lipscomb University
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Financial 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&"
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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. |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| Alpharetta | Braselton |
| Buford | Cumming |
| Duluth | Gainesville |
| Hoschton | Lawrenceville |
| Marietta | Norcross |
| Roswell | Snellville |
| Suwanee | |
Rotarian of the Year
(06/01/2012)
The award recognizes outstanding service to the organization.
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