Evans Wealth Management

Evans Wealth Management opened in Gallipolis, Ohio in 2012 under founder Stan Evans, who alongside David Evans serves individuals, trusts, estates, and...

Evans Wealth Management

Evans Wealth Management opened in Gallipolis, Ohio in 2012 under founder Stan Evans, who alongside David Evans serves individuals, trusts, estates, and business entities across the region. The firm's public materials emphasize proximity to agricultural operators, independent business owners, and licensed professionals including lawyers, CPAs, and physicians in southeastern Ohio. The practice delivers portfolio management, 401(k) advisory, retirement-income planning, and risk-management analysis as a fee-based fiduciary. Its website states that no sales commissions are accepted, positioning it as an independent registered investment adviser. Evans targets busy households and applicants with accumulated complexity, offering a formal profiling meeting that produces an allocation and planning blueprint tailored to each client's goals, risk tolerance, and liquidity needs. The firm operates from a single location at 300 Second Avenue, staffed by the two named principals. No separate institutional vehicle, philanthropic foundation, or pooled investment fund appears in public records. Evans structures its client relationship around the AIF designation and the CRPC retirement-planning credential, both displayed on its site. That dual-disciplinary architecture — fiduciary investment oversight married to income-decumulation design — constitutes the structural differentiator for a small-practice wealth manager competing in rural Ohio.

Website

ewmstanevans.com

linkedin.com/company/evanswm

General information

Firm type

Bank / Wealth / Trust

Year founded

2012

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Gallipolis

Corporate office

300 Second Avenue, Gallipolis, OH 45631, United States

Principals

Stan Evans

Founder

David Evans

Principal

Who runs investment decisions at Evans Wealth Management?

Stan Evans and David Evans are the two named principals on the firm's website. Their mobile numbers and individual email addresses are posted publicly, indicating a flat structure where both engage directly with clients and their portfolios. No additional investment committee or external sub-advisor relationship is disclosed.

Is Evans Wealth Management a fiduciary?

Yes. The firm holds the Accredited Investment Fiduciary designation and prominently states on its website that it operates under the AIF fiduciary standard. It further specifies that it does not accept sales commissions, reinforcing the fee-only fiduciary posture.

What type of clients does Evans Wealth Management typically serve?

The firm specializes in individuals with busy professional lives, specifically naming farmers, business owners, medical professionals, lawyers, CPAs, and retirees. Its location in Gallipolis, Ohio anchors the practice in a rural and small-city economic base.

Does Evans Wealth Management participate in fund commitments or only direct investments?

Evans provides portfolio management and asset allocation for individuals and trusts; it does not publicly describe operating a fund-of-funds program, committing to outside private funds, or syndicating direct investments. Its services are limited to retail wealth management.

How does Evans Wealth Management charge for its services?

The firm states it does not accept sales commissions. It provides fee-based advisory and planning services, though its specific fee schedule is not published on the site. The prominent 'No Sales Commissions' tag and fiduciary positioning indicate a pure advisory-fee model.

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