Evans Wealth Strategies

Mar 2026

As a fellow wealth management professional, I’ve had the opportunity to spend time with Mary and the EWS team and appreciate their thoughtful, client-first approach. Their focus on behavioral finance, long-term planning, and meaningful client relationships reflects what great financial guidance should be. A trusted team within the Raymond James community.

Oct 2025

My husband and I have been clients for about 2 years now. We have been very happy with Evans Wealth. Michelle Tauber, our advisor, is very thorough, professional and kind. She is very responsive and takes care of all of our financial needs and promptly answers all of our questions. Maryann Baloh, Branch Associate is very kind and responsive. They are a great team!

Jan 2025

I have had multiple financial consultants and none of them came close to Evans Wealth Strategies. Mary Evans and her staff are top notch. They are very knowledgeable, get to know and understand your goals, explain anything and everything financial and are always responsive to your needs.
Minimally, we meet annually to review our portfolio and discuss any financial needs that we expect in the future. I can’t tell you how comforting it is to have financial investments explained in layman’s terms. Additionally, multiple seminars are offered to educate you on various topics such as wills, retirement, etc.

Evans Wealth has my strongest recommendation, my money.