Why Work With EWM?
Evans Wealth Management is a fee-only investment, wealth management and advisory firm. We are independent. We are a fiduciary. We believe clients should get more from their financial advisors. We are driven to transform the financial lives of our clients from complicated to simple. We provide conflict-free investment advice to individuals and families throughout Ohio, West Virginia, and Kentucky.
AIF® Fiduciary Standard
Stan Evans has earned the highly-respected AIF® (Accredited Investment Fiduciary) standard of care. We always act in our client’s best interest.
No Sales Commissions
EWM is a fee only registered investment advisor. No sales commissions or bonuses are paid for recommending certain investment strategies over others.
CPRC® Standard
CRPC® (Chartered Retirement Planning Counselor) professionals have completed extensive training and testing, and are held to rigorous ethical standards.
Referrals
I sincerely appreciate your referrals and pledge to provide each of them with the very best in service, quality and experience. I will do my best to make sure they also become “Raving Fans”.
Overview of Services
Retirement Planning
Risk Management
Tax Planning
Education Planning
Estate Planning
Investment/Portfolio Management
Monte Carlo Analysis
“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. When you work with Evans Wealth Management, you work with someone who cares deeply about you, your family, and your financial goals and dreams”
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