• Fee Only Advisor

    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.

    After studying accounting in college, Sam obtained his MBA® from Lipscomb University in Nashville, Tennessee, where he discovered his drive for finance. It fueled his passion to earn the Chartered Financial Analyst (CFA®) designation. Both achievements empower him to leverage a mastery of numerous wealth management topics, including economics, asset valuation, and global portfolio and risk management to his clients’ advantage.

    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.

    Sam resides in the Alpharetta, Georgia area with his wife and three children. In his spare time, he enjoys playing tennis, golf, watching college football and spending time with family and friends. He’s an active member of the Rotary Club of Peachtree Corners, Northpoint Community Church, and the Atlanta Society of Finance and Investment Professionals, "a member society of CFA® Institute."

    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.

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Call Us: 770 828 8303
Email: admin@evanswealthmanagement.com 6340 Sugarloaf Parkway, Suite 200
Duluth, GA  30097