Integrated wealth management begins with a thorough understanding of your needs and objectives. Years of experience have prepared us to guide you through your life transitions.
| Evans Investment Advisors does… |
|---|
| Provide a roadmap to your financial freedom. |
| Give you greater peace of mind and confidence. |
| Act as your behavioral coach and financial partner for life. |
| Serve as a fiduciary. |
| Evans Investment Advisors does not… |
|---|
| Predict markets. |
| Chase performance. |
| Make reactionary, emotional decisions. |
| Recommend proprietary products. |
Focused On Your Future
Make your best decisions with professionals who focus on your long-term success. We’re your financial partners, listeners, and planners—for life. Our unifying principles help you pursue your financial goals.
- Plan-building
- Communication
- Behavioral Management
- Goals-based Portfolio Management
Our Mission
We work with high-net-worth clients to build, preserve, and transfer wealth by providing professional advice with a high degree of integrity at a reasonable cost.
Our Firm
Evans Investment Advisors, LLC is a wealth management advisory firm that offers a comprehensive array of financial experience within a contained corporate structure. This combination enables us to offer highly customized wealth management services in an environment of trust and confidence that is only possible when clients believe they are known and valued as individuals.
