The Evans Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
As seasoned professionals, we've accrued over 60 years of combined financial wisdom and experience. But that background only matters if the advice and guidance we provide is what's right for you and your life. Helping institutions and private clients make the most sense of your money, explaining things in a straightforward manner, devoting ourselves to doing what's best for you, and being here to help you tackle the important questions with thoughtful guidance and a helping hand – that's how we believe we're different, and how we hope to make a difference in your life.Working with Chief Financial Officers, boards of directors and investment committees from a wide variety of institutions, our team can help develop and implement disciplined long-range financial strategies to aid in the management of your institution's pool of assets and help fulfill your mission.We believe that financial advice today is about more than just numbers. It's about comprehensive objectives and the complexities that come along with them. What we've learned over time is that as the needs of our clients, both institutions and individuals, become more complex, building relationships for the long term becomes more important than ever. It's not about us. It's not about the markets. It's about you.Providing an exceptional client experience is not only how we do business but is also a reflection of who we are. Maintaining frequent and timely contact with you, we are all deeply involved in every step of the consulting process, resulting in consistency and continuity of service. Our "can do" attitude has helped us build enduring relationships with our institutional and private client families, some of which span five decades. That's the kind of consistency we bring to every relationship.We believe it's an honor and a privilege to give back to the community where we live and work. Although this comes in many forms, we are all deeply passionate about children and enjoy volunteering our time with Make-A-Wish Foundation of Oklahoma. If you're looking for an advisory team who clearly understands your big picture while staying focused on the precise details, we welcome your call.