About Evans Financial
Our story
A Holistic Approach to Your Financial Future
Evans Financial Services was founded in 2008 with a simple vision: to help families and business owners in Southwest Virginia make confident financial decisions that last. Building on a legacy in insurance, we are uniquely positioned to guide clients in both protecting and growing their wealth.
Our team is dedicated to delivering comprehensive planning, continuous education, and the highest standard of fiduciary care — always working with our clients’ best interests at the center of every decision.
Our mission has always been to combine independence with accountability, so clients feel truly understood.
Leadership You Can Count On –
Meet Billy Evans
FOunder & Financial Advisor
Billy Evans
Billy was born and raised on a farm in rural southwest Virginia and grew up working in his family’s beer and wine wholesale distribution business. Instead of joining the family business, Billy pursued his passion for investments and financial planning, starting with an insurance-only advisor in 2005, then launching Evans Financial in 2010. When not at the office, Billy enjoys working on the family farm and spending time with his wife, Jessi, and three children, Maggie, Will, and Blaine.
Independent Advisement Representative & Office Manager
Beth Fleshman
Beth has been working with Billy since 2011. She lives in Sugar Grove, Virginia on her family farm and enjoys the outdoors and spending time with friends and family.
Billy Johnson
Advisement Representative and Life & Annuities Producer
Billy grew up in Sugar Grove and earned his finance degree from James Madison University. He spent several years as a broker in Washington, D.C., before returning home more than twenty years ago to run his family’s business, Shirley’s Market, which they operated for 50 years.
He will work alongside Billy Evans to support clients and uphold exceptional service. Outside of work, Billy enjoys hiking, traveling with his family, and spending time with his granddaughter.
Kristina Atkins
Executive Assistant
Kristina joins us from the banking industry where she worked for 6 years. Her smile and desire to always put the client first is an asset to our office. She has a passion for finance and people which is a great combination for a successful financial office. Kristina loves to spend time outside on her farm and with her husband and two children.
Bradley Garst
Marketing Director
Bradley is working with us to expand our service area and improve our marketing strategies. Bradley is a full time fire fighter in Roanoke Virginia and lives in Rural Retreat VA. He is a great handyman and keeps our office running mechanically and technically. Bradley enjoys camping and spending time with his wife and 2 girls.
Melanie Jones
Marketing and Client Relations Assistant
Melanie was born and raised in Austin, Texas, but has family roots in Southwest Virginia. With a love for the mountains and their people, Melanie attended Emory and Henry College. After a teaching career and living in several other states, a life-long dream was fulfilled when she moved to Marion in 2015.
First a client, Melanie is excited to be a part of the Evans Financial Team to work alongside talented people and serve all of EFS’ amazing clients.
what you can expect from us
Putting Your Financial Life into Focus
Every client’s financial life is interconnected, which is why we look beyond investments alone. Our process integrates wealth management, tax planning, and estate planning into one cohesive strategy. This approach not only streamlines decision-making but also ensures every part of your financial picture is working toward the same goals.
15+ Years of Local Commitment
Rooted in Marion and Roanoke, we’ve grown alongside the families and businesses we serve.
Two Offices, One Philosophy
From the Blue Ridge to the Roanoke Valley, we deliver consistent, personal guidance wherever our clients call home.
Holistic Planning Under One Roof
Coordinating investments, tax strategies, and estate planning so every decision works together.
Independent & Fiduciary
We answer only to our clients, not to outside shareholders or product providers.