Featured Business Financial Advisor in Duluth, GA
Duluth Financial Advisors
Evans Wealth Management
6340 Sugarloaf Parkway, Suite 200
Duluth, GA 30097
(770) 828-8303
“Enjoy Life.”
Advisor Profile
Sam Evans MBA, CFA
Name:  Sam Evans MBA, CFA
Phone Number:  (770) 828-8303
Website:  Visit Website

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.
 

General Information

CRD#:    5715560
Firm CRD#:    151640
States Licensed in:    GA
States Willing to do Business in:    Alpharetta,Braselton,Buford,Cumming,Duluth,Gainesville,Hoschton,Lawrenceville,Marietta,Norcross,Roswell,Snellville,Suwanee
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    10
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Stocks
I can meet clients in the following ways:    At your office, At my office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA)
Securities Licenses:    Exempt
Financial Organization Memberships:    CFA Institute
Non-Financial Organization Memberships:    Rotary Club of Peachtree Corners Campus Church
 

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Flat Fee, Based on Assets
 
 
 
Prepared By: Sam Evans MBA, CFA

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