The Evans Wealth Management Principles are the foundation for our actions as leaders, colleagues, employees, and citizens. We believe in:
- Honoring that client is the driving force behind what we do.
- Seeking to improve the quality of life in the communities where our employees live and work.
- Approaching financial planning as an event and an ongoing process of education, re-balancing, and coaching.
- Exceeding your service expectations and working closely with you to ensure that your needs are being met.
- Involving you in your plan, including asking you to gather information or talk with your other advisors when appropriate.
- In respecting the dignity of each individual, whether an employee, client, or member of the general public.
- In integrity, and that no one's personal bottom line is more important than the reputation of our firm.
- Not trying to time the market, but instead adhering to Modern Portfolio Theory, in which we approach planning as a long-term, conservative process.
- Establishing a bond of trust between each other.
We are committed to building long-term relationships with our clients and seek to work with them as they prepare for their family’s financial milestones. When we work with clients, it’s not merely transactional; it’s personal. Contact us today to learn more.
