Broker Check
 
The Fiduciary Standard Financial Planning Client-Focused Technology A Higher Standard

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
Call Out Box One Call Out Box One

EWM is a fee-only registered investment advisor. No sales commissions or bonuses are paid for recommending certain investment strategies over others.

Learn More
 
Call Out Box Two

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
 
Call Out Box Three

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

 

Helpful Content

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

View all videos arrow