Andrew Ruby

Andrew is a Registered Investment Advisor at Evans Wealth Management which is a fee-only financial planning and financial advisory firm located at 300 Second Avenue in beautiful downtown Gallipolis, Ohio. Evans Wealth Management’s foundation is their commitment to building relationships, investment advice, unbiased planning and personalized portfolio management based on clients’ individual needs, goals, and dreams.

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, to name a few.

Using proper risk tolerance analysis, proper asset allocation, and Modern Portfolio Theory, planning includes the key areas of investment management, debt management, income planning, and risk mitigation. These areas tie together to create evolving goals over time consisting of wealth accumulation, retirement planning, asset protection, and estate planning.

Prior to working at Evans Wealth Management, Andrew was a Financial Advisor at Merrill Lynch. Andrew is a Southern Ohio native from Wheelersburg, and he resides in Franklin Furnace with his wife Cherokee. When not working, he enjoys upland bird hunting, boating, playing guitar, traveling, and spending time with his family and friends.

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.