Evans Wealth Management provides financial planning, 401K and investment management, and consulting to individuals, trusts, and corporations. They specialize in people with busy lives including, farmers, business owners, retirees, medical professionals, lawyers, and CPA’s.

We recognize that along with financial success comes increased responsibilities, complexity, and often a financial puzzle.  After an in-depth profiling meeting,  you will receive a comprehensive strategy that may include risk tolerance identification, disciplined asset allocation structure, retirement income planning, risk management, college planning, and asset management. We will review optimized solutions based on your stated preferences of prioritized goals, needs, wants, or wishes.

EWM Stan Evans
Evans Wealth Management’s Customer Relationship Summary (CRS) tells you about our services, fees, conflicts of interest, discipline history, standard of conduct, and conversation ideas. Please click this link to read our CRS.