Stan Evans

About Stan Evans

The transition to retirement should be celebrated. For many, however, the major life change creates questions and anxiety. Do you contemplate when you should take social security? If you’ve saved enough for retirement? How to create a tax-efficient income after your working years? At Evans Wealth Management, we specialize in helping people create a financial plan during their careers to create the retirement they envision. For those of you who have money stress in your life, the act of planning will bring you peace of mind, knowing you’ve created the roadmap for your future. It truly is a wonderful gift to yourself.I have been bringing financial advice to individuals and families throughout Ohio and neighboring states since 1981. Joy and hardship in life can often be drawn back to one’s financial situation. Providing help through sound financial guidance has been the cornerstone of my career, now spanning more than four decades. I cannot imagine a more rewarding way to help others.Evans Wealth Management was founded in 2013. As a Registered Investment Advisor, this was quite a change from the large brokerage houses where I spent much of my career. Independent RIA firms have a bit more flexibility than their larger counterparts, giving my team the ability to work as a fiduciary and provide completely independent and unbiased advice to our clients.Working with people is a passion of mine. When I\'m not serving my clients I give back my time to serve on the Board of Trustees of the University of Rio Grande, Holzer Heritage Foundation, Moriah Cemetery Association, Welsh Advisory Board, and serve as a FINRA Dispute Resolution Board of Arbitrators. In my spare time, I enjoy smoking ribs, brisket, pulled pork on my smoker, tending to my peach, apple, and pear orchard, and the family farm. Spending time with my spouse, children, and grandchildren is a special time.I’d love to meet you and answer any financial questions you may have. Let’s find a time for a quick call.

Experience

1. Chartered Retirement Planning Counselor, Accredited Investment Fiduciary, Financial Advisor

   Evans Wealth Management - Gallipolis, Ohio

   Mar 2012 — Present

   I have the fortune of being part of a great team of professionals at Evans Wealth Management. With my astute assistant and professional alliances, we bring more than 40 years of financial services experience to the clients we serve. Together, we’ve managed clients through a number of market cycles. It is with the knowledge we’ve gained through decades of experience that helps us position others to achieve their financial and lifestyle goals.As part of Evans Wealth Management, we specialize in addressing the needs of today’s pre-retirees and retirees. Through our disciplined approach, we work with business owners, entrepreneurs, health care professionals, plant workers, corporate executives and families to develop a full understanding of our client’s needs. Through complete analysis of each client’s unique set of goals and circumstances, we’re able to offer specific recommendations. Frequent review sessions allow us to monitor progress and when necessary, modify investment strategies and best position our clients to achieve their goals. Working with people is a passion of mine and my profession feeds the need to help others. When I am not servicing my clients, I spend time working with the people of my community. Through programs like Holzer Heritage Foundation and Moriah Cemetery Association, I strive to make a positive impact on our society and our environment. I also conduct educational seminars throughout my community in an effort to educate people of all walks of life to prepare themselves financially for the future they desire. In my spare time, I enjoy cooking, tending to a peach and apple orchard, working with my herd of sheep, spending time with my family, and working on my family farm.Our team focuses on:•Financial Planning•Estate Planning•Tax Minimization•Philanthropy•Investment Strategy•Lifestyle & Concierge ServicesConnect with me if you have any questions regarding financial services or you are in need a second opinion on your portfolio.

Education

• University of Phoenix

  Bachelors, Business Management

  2004 — 2007

Skills

• Customer Service
• Financial Advisory
• Securities
• Estate Planning
• Public Speaking
• Monte Carlo Simulation
• Modern Portfolio Theory
• Finance
• Equities
• 401k
• Wealth Accumulation
• Investments
• Portfolio Management
• Financial Services
• Wealth Management
• Personal Financial Planning
• Asset Allocation
• Risk Management
• Wealth
• Asset Management
• Strategic Planning
• Financial Planning
• Retirement Planning
• Leadership
• Investment Management
• Investment Advisory
• Management
• Public Seminars
• Retirement
• Strategic Financial Planning