• Individuals • Families and Trusts • Closely Held Businesses
Richard L. Evans Investment Management, LLC is an independent, registered investment advisory firm. Richard L. Evans, Principal, is a veteran in the financial field in providing investment advice to individuals and businesses for over 40 years.
Richard Evans tends to be sought out by clients looking not only for unbiased advice, but also for his high level of personal service. Richard Evans works with a number of attorneys and CPAs who have come to value his professionalism.
Richard L. Evans Investment Management, LLC is strictly fee based, unlike most in the financial community who charge commissions to sell investors products which often are unsuitable.
Richard Evans is being increasingly called on by investors who are looking to transition themselves away from the outdated stockbroker relationship which tends to represent Wall Street more than the client, to an experienced independent investment adviser who exclusively represents the interest of clients.
For individual investors, Richard Evans designs investment programs that are right for them—determining individual objectives, time horizons, risk tolerances, and financial resources, to build and maintain a consistent investment program—a balanced program which will stand the test of time and meet all retirement goals.
For corporate accounts, Richard Evans provides advice on such matters as corporate profit and money purchase plans, SIMPLE IRAs, SEP-IRAs, Keoghs, and 401 plans.
IRA Rollovers are becoming more important for most investors. IRA Rollovers, if constructed properly, will allow for greater choice than the 401 and 403 plans from which the money is being transferred. Choosing the right IRA Rollover will mean the difference of possibly hundred of thousands in retirement dollars over time. And under the DOL guidelines being decided, it is mandatory that investors have fiduciary representation for rollovers, and no one is better qualified than a registered investment adviser such as Richard L. Evans who has always had fiduciary requirements under the Investment Advisers Act of 1940.
What really separates Richard L. Evans Investment Management, LLC from others is that Richard L. Evans is a name investors have learned to trust in pursuing their financial goals.