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”.
3 Tips for Evaluating Portfolio Performance
Building a portfolio is a big effort. It requires considering your goals, time horizon, and risk tolerance. Once that’s settled, you’ll have to choose investments …
Recipe of the Month: Bread Dipping Oil
Often we don’t want a big meal. A delicious oil mixture to dip chunks of Italian or crusty French bread is all we need for …
