What Matters Most to Those We Serve?

This question is the basis for every action we take.

Our goal is to go beyond...

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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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 Commisons

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”.

Tax Tips for Charitable Donations

Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus …

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Recipe of the Month: Lobster Bisque

Ingredients 3 tablespoons butter¼ cup chopped fresh mushrooms2 tablespoons chopped onion2 tablespoons chopped celery2 tablespoons chopped carrot1 (14.5 ounce) can chicken broth⅛ teaspoon salt⅛ teaspoon …

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