Board Member / Membership Chair

Bachelor of Science Degree

Masters in Business Administration (MBA)

Sam Evans - Financial Advisor in Duluth, GA | WiserAdvisor.com

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.

Evans Wealth Management

"How much do I need to retire? Will I outlive my money? 
What is the best path to achieving my goals while 
minimizing my risk? How do I secure my family's finances when my wealth is tied to my business&"
 
With Evans Wealth Management, you get concrete answers to your big-picture questions, and a wide range of paths to choose from. By understanding your story, values, goals, and concerns, we're able to form a cohesive financial strategy around them - identifying tax-saving opportunities for the best possible results. Since achieving financial security is a fluid process, we make your ongoing plan adaptable to your shifting priorities.
 
Engagement areas may include: 
- Cash flow analysis 
- Retirement planning 
- Debt reduction 
- Evaluating benefit packages 
- Pension buyout offers 
- Tax planning 
- Social security timing 
- Divorce settlement offer analysis 
- College funding 
- Preliminary business valuation 
See firm website for more details.

Evans Wealth Management

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