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
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Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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Healthy habits are one of the greatest gifts to give your child.
Investors who put off important investment decisions may face potential consequence to their future financial security.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A special needs trust helps care for a special needs child when you’re gone.