13+ Years
Sustained client relationships
100%
Family-owned
CFA® & CExP
Credentialed
Financial Advisor for Pre-Retirees, Business Owners, and Executives
Evans Wealth Management is a fee-only financial advisory firm in Duluth, Georgia, helping business owners plan tax-smart transitions and exits while also supporting pre-retirees and retirees with retirement income planning, investment management, and legacy planning aligned to long-term goals.
Big-firm capabilities, small-firm touch.
Our firm serves individuals and families who lead busy lives, value personal and financial freedom, and aspire to impact their communities.
Pre-Retirees
You’ve worked hard, and there’s a lot at stake: your family’s security, financial obligations, and building a legacy. We make sure you’re prepared for life post‑career.
Business Owners
You juggle multiple responsibilities. Fewer financial distractions allow you to focus on what’s most important: new business opportunities, serving your clients and spending time with loved ones.
Executives & Top Performers
Your company and clients place significant demands on your time. Our team relieves the pressure so you can meet your ambitious goals.
Thinking of
selling your business?
Selling your business is likely the most consequential financial decision you’ll ever make. With our specialized training, we can assist you in optimizing the value of your business and provide the support you need throughout the process.
Take our business assessment to identify your exit planning priorities.
Wealth Management FAQs
Wealth management is a comprehensive financial service that integrates investment management, retirement strategies, tax planning, and legacy and estate considerations in a manner that aligns with one’s goals. Having a wealth advisor act as one’s Personal CFO empowers individuals and families in Duluth, GA, to make informed financial decisions and live fully.
Evans Wealth is a fee-only registered investment advisor, meaning recommendations are objective, personalized, and prioritized around your financial goals rather than commissions. As a family-run firm, we’re committed to delivering a high level of service and individualized attention to every client.
While requirements vary by firm, many wealth managers in the Duluth area, including Evans Wealth Management, focus on long-term planning for pre-retirees, business owners, and executives, and can help define what makes sense based on your unique financial situation.
Core wealth management services include financial planning, investment portfolio management, retirement and legacy planning, tax-efficient strategies, and insurance planning. In addition, Evans Wealth offers business owner exit planning services designed to coordinate seamlessly with overall wealth management strategies.
Fee-only advisors typically charge based on assets under management (AUM) or a flat planning fee, meaning you only pay for advice, not products. This aligns the advisor’s success with your financial growth.
Bring a snapshot of your financial picture, like your income, retirement accounts, investments, debts, goals, and timing, so your advisor can begin building a coordinated plan tailored to your needs and long-term objectives.
It’s wise to review your plan at least annually or after major life events (new job, inheritance, retirement, etc.) to allow for proactive adjustments.
