badge

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

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

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