What you can expect from us:

  • A commitment to building the long-term relationship it takes to understand your family’s vision.
  • A process that focuses on helping maximize the impact of a client’s financial success and a dynamic approach that evolves with you and your family.
  • A simple  process that answers our clients’ most immediate or pressing questions.
  • A commitment to work with your other advisors and professionals to provide a level of service that is responsive to your needs.
  • Full disclosure around fees, expenses, upside and risk to any recommendation.

Our process:

  • Meet with clients, and their advisors, to determine objectives for today and the future. Advisors may include CPA, estate attorney and family office advisors.
  • Take the time to familiarize ourselves with each client’s unique situation and the involved entities, such as trusts, partnerships and corporations.
  • Determine the requirements and timelines for current liquidity and long-term cash flow needs.
  • Develop and implement a plan to help meet requirements and focus on generating  current income and funding future goals.
  • Review and adjust your wealth plan dynamically as changes occur in your life and the macroeconomic environment.

Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Meet the team

Learn more about The Evans Group.

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U.S. debt: Not living on borrowed time

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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