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Paladin Research Report For:

Sam Evans

Evans Wealth Management

CFA®MBA
6340 Sugarloaf Parkway
Suite 200
Duluth, GA 30097
770-828-8303

About Sam Evans

After experiences with several different advisors for his own finances, Sam Evans noticed the need for a different type of approach - one that allows advisors to serve clients rather than corporate interests.

In response to this, Sam established Evans Wealth Management, a fee-only financial advisory firm that does something simple yet astonishingly rare: treats people the way he wanted to be treated. This involves listening, staying attuned to the needs and objectives of clients, and being proactive to ensure meeting them in time. By definition, this helps clients steer clear of the regret of succumbing to sales tactics used daily by other advisors to peddle unnecessary products. Instead, Sam spends the time to understand his clients, which enables personalized guidance to navigate the maze of financial options, without sacrificing freedom of choice or ambition.

Sam knew he wouldn't be able to place a client's interests above the corporation's at a large firm. At Evans Wealth Management, he's found a way to deliver high-quality financial guidance with a personalized touch, while staying loyal to those he serves.

Looking for an experienced, trustworthy financial advisor that works in your family's best interest, without exception? Get in touch with Evans Wealth Management today.

See Disclosures

General Information

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

Compliance

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

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFA®, MBA
Financial Organization Memberships
  • CFA Institute
Non-Financial Organization Memberships
  • Rotary Club of Peachtree Corners Campus Church

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $1,000,000
Compensation Methods
  • Based on Assets, Flat Fee

Education

Bachelor of Science Degree - Accounting

Lipscomb University

Masters in Business Administration (MBA) - Financial Services

Lipscomb University

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1856964/paladinregistry-Evans-Wealth-Management-detailed-disclosure.html