We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Evans Financial Group was organized in 1971. Today, the corporation is an independent registered investment advisory firm that provides fee based retirement asset distribution planning, investment and wealth management, comprehensive financial planning, estate planning, and charitable gift planning to a wide spectrum of clients.
A privately held firm headquartered in Cincinnati, Ohio (Anderson Township), Evans Financial Group proudly respects the style, culture, values, and community spirit of the people and companies we represent. We believe in individualized personal service, which is custom designed to meet the expectations and needs of each of our individual clients.
Our clients include individuals, owners of closely held businesses, Fortune 1000 corporations and their executives, and charitable organizations.
Regardless of your level of sophistication, we are here to guide you, explain financial issues to you and help you clarify your goals. Together, we will create a plan to reach your objectives and then provide you with the tools to make your plan work.
Throughout our long history, Evans Financial Group is proud that we have maintained our commitment to the highest standards of conduct and personalized service to our clients.
In a fee-based account clients pay a annual fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2A as well as the client agreement.