Vetted Advisor's Table

Sam Evans, CFA®, MBA
Evans Wealth Management

Tel: 770-828-8303
6340 Sugarloaf Parkway
Suite 200
Duluth, GA 30097
Evans Wealth Management | Financial Advisor in Duluth ,GA

Enjoy Life.

About Sam Evans

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.

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

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


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


Bachelor of Science Degree  - Accounting   Lipscomb University
Masters in Business Administration (MBA)  - Financial Services   Lipscomb University

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&"

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?

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.



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Additional Detailed Disclosures



Registered Investment Advisor:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

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

Communities Served

Alpharetta Braselton
Buford Cumming
Duluth Gainesville
Hoschton Lawrenceville
Marietta Norcross
Roswell Snellville

Awards & Recognitions

Rotarian of the Year

The award recognizes outstanding service to the organization.

Social Networks

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