Wealth Management
Our fiduciary approach
Investing with Purpose
At Evans Financial Services, we believe wealth management is about more than market returns. It’s about aligning your investments with your goals, your values, and the future you want to create. From our offices in Marion and Roanoke, we work with clients across Southwest Virginia to design portfolios that reflect both opportunity and discipline.
Working cohesively across with your goals
Integrated with Your Bigger Picture
True wealth management doesn’t stop with investments. Our team coordinates your portfolio with
tax planning and
estate planning, ensuring your financial life works together seamlessly. By integrating strategies, we help you avoid missed opportunities and unnecessary costs.
Portfolio Construction & Management
Building and adjusting portfolios designed to weather markets and support long-term objectives.
Risk Management & Allocation
Balancing growth and preservation to fit your comfort level and stage of life.
Retirement Income Strategies
Converting investments into sustainable income streams that last through retirement.
Ongoing Monitoring & Adjustments
Keeping your plan on track as markets shift and personal goals evolve.
FAQs About wealth management
Here’s What You Need to Know
What makes Evans Financial different from other advisors?
We are fiduciary, independent, and locally rooted — meaning our recommendations are driven solely by your needs, not by outside influences.
Do you offer custom portfolios or model portfolios?
Every client’s plan is customized. We build portfolios around your goals, time horizon, and risk tolerance, not pre-packaged products.
How often will we review my investments?
We maintain ongoing monitoring and regular reviews, adjusting your plan as markets and personal circumstances change.
How does wealth management connect with tax and estate planning?
Your investment strategy works best when coordinated with tax efficiency and legacy planning. That’s why we integrate all three.