Who We Serve

The Evans Financial Difference

We’re independent. We’re educators. And we only work with people who value the process as much as the outcome. Every plan we build is custom, from the ground up, designed to give you clarity and control.



If you see yourself in one of these stories, let’s start a conversation. We’ll take the time to understand your goals, explain your options clearly, and help you make confident, well-informed financial decisions.

Affluent Families and High-Net-Worth Individuals

For families and individuals with significant wealth, managing complexity becomes the new challenge. You may already have advisors in place, but you’re looking for coordination — someone to integrate your investment strategy, tax planning, and estate structure into one cohesive plan.

We specialize in serving high-net-worth clients who want to grow and preserve wealth with intention. From tax efficiency strategies to multi-generational estate structures and access to private investment opportunities, we help simplify the moving parts so your wealth works for your life and legacy.



Example: A family with growing investments and multiple trusts who wants to align their tax, investment, and estate plans to work together efficiently.

Business Owners at Every Stage of Growth or Transition

We work with business owners in three critical phases: building, exiting, and post-exit.

• If you’re growing a business, we help you capture efficiencies, reduce tax burdens, and start thinking about long-term planning early.
• If you’re planning an exit, we guide you through tax strategies, estate planning, and succession decisions so you maximize after-tax proceeds and protect what you’ve built.
• If you’ve already exited, we help you manage newfound liquidity, avoid costly tax mistakes, and build a strategy that sustains wealth for your lifestyle and legacy.



Example: A founder scaling a family business who wants to lower taxes now, a business owner five years from selling who needs a full exit plan, or an entrepreneur who just sold and is navigating a much larger pool of liquidity than they’ve ever managed before.

Pre-Retirees Who Want Confidence, Not Guesswork

If you’re approaching retirement with most of your wealth tied up in a 401(k), it can feel overwhelming. Market swings make you nervous. You wonder, “Do I really have enough to keep my lifestyle?” And the advice you hear online or from friends just adds to the confusion.

We help by patiently educating you until you fully understand your options. We design strategies that create predictable income, balance risk, and give you peace of mind heading into retirement.



Example: A couple with significant retirement accounts who want to know how to turn their savings into steady monthly income without worrying about market downturns.

Retirees Seeking Clarity and Stability

Many retirees come to us after years of uncertainty about their investments or frustration with transactional advisors. They want a relationship built on education, transparency, and trust — not products or sales pitches.

We focus on creating financial confidence through understanding. Together, we’ll review what you own, ensure your portfolio reflects your goals, and build a strategy that supports your income needs for the long term.

Example: A retiree who wants to simplify their financial life and feel confident their income is sustainable and their assets are protected.