Financial Guidance for Real Life

Guiding Wealth Strategies Across Southwest Virginia

Whether it’s succession planning, investment strategies, or wealth transfer, we bring the full picture into focus.

wealth management built around you

A Legacy of Local Guidance

For more than 15 years, Evans Financial Services has guided families and business owners across Southwestern Virginia with independent, fiduciary advice. With more than $125 million in assets under management, our firm combines investment expertise with proactive tax and estate planning to create truly integrated strategies. Clients trust us because we are rooted in the community, committed to transparency, and dedicated to delivering personalized solutions that stand the test of time in Marion, Roanoke, and the surrounding Blue Ridge region.

A woman in a red sweater is sitting on a chair holding a cup of coffee.
A man with a backpack is standing next to a lake in the woods.

who we are

A Holistic Approach to Your Financial Future

At Evans Financial Services, our story begins with a simple vision from founder Billy Evans: to help families and business owners in Southwest Virginia make confident, lasting financial decisions. Billy’s leadership has shaped a culture grounded in independence, fiduciary responsibility, and personal attention.

  • 15+ years serving Southwest Virginia
  • Independent fiduciary advisors
  • Dual offices in Marion & Roanoke
  • Comprehensive tax, wealth, and estate planning

Comprehensive Services, One Firm

Explore Our Financial Solutions & Increase Your Education

We measure success by the lives improved, not just the numbers on a page. Your financial world is interconnected, so we offer every piece together under one roof.

Wealth Management

Investment strategies aligned with your goals and risk tolerance.

Tax Equities for Individuals & Business Owners

A specialized focus for clients looking to optimize advanced tax strategies.

Estate Planning

Coordinated strategies to prepare your wealth for the next generation.

Providing clarity and confidence for every financial decision.

Our mission

Turning Your Goals Into a Clear Plan

Built for Business Owners, Pre-Retirees/Retirees & Families

Our clients are often entrepreneurs and families who have built meaningful wealth but want experienced guidance on what comes next. We help business owners navigate the financial transition of selling a company, retirees create lasting income strategies, and families coordinate legacy plans.