Sam Evans
6340 Sugarloaf Parkway
Suite 200
Duluth, GA 30097
7708288303
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.
See Disclosures
Firm Start Year
2009
CRD#
5715560
Firm CRD#
151640
States Licensed in
Exempt
Years of Experience in Financial Services
10
Number of Years with Current Firm
10
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Financial Planning for Individuals, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Certifications, Accreditations & Designations
CFA®, MBA
Financial Organization Memberships
CFA Institute
Non-Financial Organization Memberships
Rotary Club of Peachtree Corners Campus Church
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$1,000,000
Compensation Methods
Based on Assets, Flat Fee
Bachelor of Science Degree - Accounting
Lipscomb University
Masters in Business Administration (MBA) - Financial Services
Lipscomb University
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Additional Detailed Disclosures
https://www.rothira.org/disclosure/1856964/rothira-Evans-Wealth-Management-detailed-disclosure.html