A Unified Approach to Wealth

Financial decisions don’t happen in isolation. That’s why Evans Financial Services integrates investment management, tax planning, and estate strategies into one cohesive plan.

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Wealth Management

Our wealth management services are designed to align your investments with your goals, risk tolerance, and long-term vision. From portfolio construction to ongoing monitoring, we provide guidance that adapts as your life evolves.

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Tax Equities

For clients with more complex needs, we provide strategies in tax equities and advanced planning techniques. This specialized focus helps business owners and high-net-worth families optimize opportunities that traditional planning may overlook.

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Estate Planning

We help clients prepare their wealth for future generations with coordinated estate planning. From wills and trusts to charitable giving and legacy strategies, we work to ensure your wishes are carried out with clarity and care.

Wondering How We Can Help?

Common Questions About Our Services

  • What types of clients do you work with?

    We primarily serve business owners, retirees, and families in Southwest Virginia who are looking for comprehensive financial guidance. Most of our clients have $500,000 or more in investable assets, but more importantly, they value long-term planning.

  • Do I need all of your services to become a client?

    No. While we believe the best results come from an integrated approach, many clients begin with one area such as wealth management or tax planning and expand over time as their needs grow.

  • How is Evans Financial different from other firms?

    Our holistic model combines wealth, tax, and estate planning under one roof, with fiduciary independence at the core. With more than 15 years in Marion and Roanoke, we bring local knowledge and personal commitment that larger firms often can’t match.

  • Do you provide one-time financial plans or ongoing advice?

    We focus on building lasting relationships. Our planning process is designed for ongoing guidance, ensuring your strategy adapts as life, markets, and tax laws change.