Evans Wealth Management

Evans Wealth Management is a fee-only registered investment adviser that serves individuals, families, trusts, estates, and small business owners, typically working with clients who have at least $1 million in investable assets (minimums may be waived). The firm provides comprehensive financial planning and discretionary asset management, and extends advice to related entities such as family businesses and charitable organizations.

The firm develops individualized Investor Policy Statements and implements strategic asset allocation across multiple platforms, with portfolios reviewed at least quarterly and managed on a discretionary basis. Investment decisions draw on fundamental and technical analysis and consider tax impacts where appropriate; the firm also uses both public and private market strategies and leverages third‑party program models for SMAs, UMAs, and quantitative portfolios.

Distinctive features include operating with a single, credentialed adviser who holds advanced professional designations and managing approximately $111 million in discretionary assets while offering dedicated business and exit planning engagements (including fixed‑fee project work). The firm also highlights its fee‑only policy (no commissions or referral fees) and documents periodic due diligence on service providers, including disclosures about artificial intelligence and machine‑learning risks used by some providers.