Sam Evans, CFA, CExP
Fee-Only Financial Planning. Family-Run. Personalized Guidance. Proven Results.
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Serving Clients Nationwide
Fee-Only Financial Planning. Family-Run. Personalized Guidance. Proven Results.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Giving
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Sam Evans, CFA, CExP
Hi, I'm Sam Evans. My life story is about relentless determination. Nothing has come easy for me. From academics to athletics, every accomplishment has relied heavily on self-motivation and hard work.My passion for finance began with admiring my grandfather’s silver coin collection. His stories about how those coins appreciated in value over time fascinated me as I grew older. Later, stories of leverage buyouts in the 1980s—and the rise of discount brokers that made stock trading accessible to everyone—only intensified my desire to understand all things financial.
But it was never just about being part of the financial world. I wanted to use that knowledge to help others. In time, it became clear that wealth management combined both passions.
Starting a business to bring that vision to life has been one of the most challenging things I’ve ever done, but it has been more than worth the effort in terms of fulfillment.
At Evans Wealth, wealth management is about leveraging that same relentless determination—going the extra mile and focusing on the small details that make a big difference. From identifying tax planning opportunities, to repositioning portfolios for the next market cycle, to planning a business owner’s exit, the same intensity that built this firm is applied to helping you turn your vision into reality.
Our goal is to build a relationship that lasts a lifetime. Evans Wealth is a family-owned business with deep roots in Atlanta, here to serve you. If I can be of service, let’s talk.
Professional Designations
- Certified Exit Planner (CExP)
- Chartered Financial Analyst (CFA)
Primary Location
6340 Sugarloaf Parkway, Suite 200, Duluth, Georgia 30097
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch or schedule an introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Evans Wealth Management
Evans Wealth Management is a fee-only financial advisory firm in Duluth, Georgia, helping business owners plan tax-smart transitions and exits while also supporting pre-retirees and retirees with retirement income planning, investment management, and legacy planning aligned to long-term goals.At Evans Wealth Management, our firm serves individuals and families who lead busy lives, value personal and financial freedom, and aspire to impact their communities.
While larger wealth management firms have name recognition, they struggle to deliver a consistent experience that makes their clients feel valued.
As a family-owned business, Evans Wealth brings a level of stability difficult to match by corporations. We place an emphasis on building and maintaining relationships.
We see you as more than just a client—but an extension of our family. You’ll feel this in the way we serve you.
✔️ 13+ years of sustained client relationships
✔️ 100% family-owned
✔️ CFA® & CExP credentialed
True wealth isn’t just about money.
It’s about having the freedom to do what brings you joy, contribute to causes you care about, and create memorable experiences with family and friends.
That’s the reality we work toward for you.
Our firm collaborates with CPAs, attorneys, and other professionals to ensure you receive personalized guidance and expertise with an unmatched process so you can enjoy a life well‐lived.
Education
Lipscomb University, Master of Business Administration - MBA, Financial Services; Bachelor of Science - BS, Accounting
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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FAQs
FAQ Disclosures
As a fee-only registered investment advisor (RIA), your priorities are ours. We don’t sell products or accept commissions. We earn your trust and business by serving you well.
