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Find Top Financial Advisors in Jasper, Georgia

How To Find Trusted Financial Advisors in Jasper, Georgia

Qualified Financial Advisors in Jasper, Georgia

VETTED
Financial Advisor
Sam EvansMBA, CExP, CFA®Evans Wealth Management6340 Sugarloaf ParkwayDuluth, GA 30097
Experience13 Years
AUM$100,000,000
Minimum Assets$1,000,000
Fee StructureFee-Only
Financial Advisor
Savant Wealth Management400 Northridge RoadAtlanta, GA 30350
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
HB Wealth3550 Lenox Rd NEAtlanta, GA 30326
ExperienceN/A
AUM$17,140,521,716
Minimum AssetsNot Specified
Fee StructureFee-Only
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Sam Evans
VETTED
Sam EvansMBA, CExP, CFA®
Evans Wealth Management
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.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Office Location
6340 Sugarloaf Parkway,Suite 200,Duluth,GA 30097
Phone Number
770-828-8303
Savant Wealth Management
VETTED
Savant Wealth Management
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
400 Northridge Road,Atlanta,GA 30350
Phone Number
404-237-8881
HB Wealth
VETTED
HB Wealth
About HB Wealth
Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country's largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta and operates out of 11 offices across five states, managing over $25 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
3550 Lenox Rd NE,Suite 2700,Atlanta,GA 30326
Phone Number
404-264-1400

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