Lily Evans is a financial advisor at Evans Wealth Management in Duluth, GA, holding a Series 65 credential. She has one year of industry experience and prior roles at Corient and Cannon Financial Strategists. Evans Wealth Management is an independent, fee-only registered investment adviser serving individuals, families, trusts, estates, and small business owners, typically with at least $1 million in investable assets. The firm offers comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis across public and private markets.

Sam Evans is a CFA® charterholder based in Duluth, GA, with 15 years of industry experience. He currently operates Evans Wealth Management and has been affiliated with Legacy Planning Group, Inc. and Golden Years Advisory, LLC. In addition to his advisory work, Evans teaches accounting and finance on a part-time basis. Evans Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, and small business owners, generally those with at least $1 million in investable assets. The firm provides comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis, and incorporates tax considerations and a mix of public and private market strategies.