A Fiduciary for You
Stan Evans, CRPC®, AIF ®, is a Chartered Retirement Planning Counselor℠, Accredited Investment Fiduciary ®, Registered Investment Advisor and President of Evans Wealth Management in Gallipolis, Ohio. He manages the financial affairs for several affluent households throughout Ohio and surrounding states.
Our goal is to go beyond the service level of the typical wealth management firm and serve as a fiduciary that individuals, families, and business owners can rely on for unbiased recommendations, a disciplined investment approach, and client education tailored to their questions.
When you work with Evans Wealth Management, you work with someone who cares deeply about what they do. We don’t take the responsibility we have in managing client assets lightly and always act in the best interests of our clients. Contact our office today to learn more about how we can serve your unique financial needs.Contact Us
EWM is a fee-only registered investment advisor. No sales commissions or bonuses are paid for recommending certain investment strategies over others.Learn More
Although many professionals may call themselves “retirement-planning specialists” or “financial planners,” CRPC® (Chartered Retirement Planning Counselor) professionals have completed extensive training and testing, and are held to rigorous ethical standards.Learn More
Stan Evans has earned the highly-respected AIF® (Accredited Investment Fiduciary) standard of care. We always act in our client’s best interest. Please make sure that your investment advisor is a full time AIF® fiduciary that looks out for your best interest.Learn More
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
There are common mistakes you can avoid when saving for retirement.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Being healthy not only makes you feel good, it may also help you financially.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: Right Now.