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Sam Evans MBA, CFA

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097
(770) 8288303

Enjoy Life.

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

Firm Start Year

2009

CRD#

5715560

Firm CRD#

151640

States Licensed in

GA

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 & Membership

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

Based on Assets

Education

Bachelor of Science Degree - Accounting

Lipscomb University
-

Masters in Business Administration (MBA) - Financial Services

Lipscomb University
-