Fee-Only Fiducuary Planners
Family-run.
Personalized guidance.
Proven results.
Personalized guidance.
Proven results.
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.
While larger wealth management firms have name recognition, they struggle to deliver a consistent experience that makes their clients feel valued.
As a family-owned business, Evans Wealth brings a level of stability difficult to match by corporations. We emphasize building and maintaining relationships.
We see you as more than just a client—but an extension of our family. You’ll feel this in the way we serve you.
13+ Years
Sustained client relationships
100%
Family-owned
CFA® & CExP
Credentialed
Meet our founder
Sam Evans, CFA® & CExP
Meet our Associate
Lily Grace Evans
Lily Grace Evans joined Evans Wealth in May 2025 as an Associate Financial Planner. She graduated Summa Cum Laude from the University of Georgia with dual bachelor’s degrees in Financial Planning and Political Science. Lily Grace’s extensive internship experience — spanning four different advisory firms — speaks to her high caliber and the strong demand for her expertise. She is now focused on advancing her professional credentials by pursuing the CFP® designation. Based in Johns Creek, Lily Grace finds enjoyment in traveling, staying active with tennis and outdoor walks and spending quality time with loved ones.
True wealth isn’t just about money.
It’s about having the freedom to do what brings you joy, contribute to causes you care about, and create memorable experiences with family and friends.
That’s the reality we work toward for you.
Our firm collaborates with CPAs, attorneys, and other professionals to ensure you receive personalized guidance and expertise with an unmatched process so you can enjoy a life well‐lived.
Meaningful Conversations
We ask critical questions about your financial goals, dreams, and desired impact, taking the time to delve into what matters most to you.
Personalized Guidance &
Recommendations
Through insightful analysis and clear objectives, we form a unique plan for you and share tactics that make a tangible difference.
Consistent, Reliable Results
We treat your hard-earned savings with respect, working diligently to bring results that increase ROI while honoring your priorities and goals.
Financial Planning FAQs
1. What is financial planning, and how does it fit into wealth management?
Financial planning is the foundation of comprehensive wealth management. It aligns your investments, retirement goals, tax strategies, estate planning, and risk management into one coordinated plan designed to support your long-term financial success.
2. What financial planning services does Evans Wealth Management provide?
Our financial planning services include retirement planning, investment management, tax-efficient strategies, income planning, risk management, estate planning coordination, and ongoing portfolio oversight. We customize each strategy to your goals, time horizon, and risk tolerance.
3. How does retirement planning work within your financial planning process?
Retirement planning focuses on building sustainable income, optimizing Social Security timing, managing required minimum distributions (RMDs), and helping ensure your assets are positioned to support your desired lifestyle throughout retirement.
4. Do you provide investment management as part of financial planning?
Yes. Investment management is integrated into your overall financial plan. We design and manage diversified portfolios aligned with your risk profile, tax situation, income needs, and long-term objectives — not in isolation, but as part of a coordinated strategy. We are well-versed in private market investments and option overlay strategies for investors with more complex needs and investment experience.
5. How can financial planning improve tax efficiency?
Strategic financial planning evaluates tax-efficient investment placement, retirement withdrawal strategies, and long-term estate considerations to help reduce unnecessary tax exposure and improve overall net returns.
6. Is estate planning included in financial planning services?
We incorporate estate planning coordination into your broader financial strategy, helping ensure your assets are structured to transfer efficiently and in alignment with your legacy goals. We revisit periodically to enable adjustments as needs, feelings, and laws change over time.
7. Who should work with a fiduciary financial advisor?
Anyone seeking objective, client-focused guidance can benefit from working with a fiduciary financial advisor. Acting in your best interest, we provide transparent advice and long-term planning support tailored to your financial life.
8. How often should I review my financial plan?
We recommend reviewing your financial plan at least annually, or whenever you experience a major life change such as retirement, a business sale, inheritance, or changes in income.
