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John Evans III, CFP®CFO and Principal

One of the nicest compliments I have received was being invited to my client’s 70th birthday celebration. I truly enjoy working with people who appreciate a friendly, personal relationship.

I specialize in working with individuals and families in public service. My life-long military experience gives me unusual insights into their planning needs, such as retirement planning and cash management. I also have specialized experience for advising my clients on government benefit plans and the retirement system.

I have a special connection with families in public service.

To me, clients are people to work with, not someone to sell to. We collaborate as a team towards reaching their long-term goals. I make sure to grasp the full financial situation, and I think outside the box for complex issues.

Certified Financial Planner™

BBA in Finance, North Georgia College and State University

Georgia Army National Guard, Major
Peachtree Plantation West HOA, President
Simpsonwood United Methodist Church, Finance Committee

John’s Personal Story

  • Values time with family

  • Travels to fun and interesting places

  • Enjoys outdoors for hunting

  • Fond of fishing (but catching is much better)

I’ve always been service oriented. I grew up in rural Georgia with a loving family and great role models. “Do a good turn daily” (as I learned in Boy Scouts) still guides me today.

I entered college with a Georgia Military Scholarship, joined the National Guard and began my Army career. I earned my business degree while training to be a leader through ROTC. Upon graduation, I was commissioned as a Second Lieutenant, Medical Service officer, in the Georgia Army National Guard.

Later, I searched for the right job: service-oriented, but without compromising my values. With RPG and fee-only planning, I found an organization that was built from the ground up to serve clients at the highest level possible… right in line with my personality!

I have been blessed with two careers having service as a fundamental value. I have been deployed overseas twice, reminding me of the caliber of people I work with and for. As I continue to serve my clients in helping them reach their life goals, I also maintain my readiness to serve the citizens of Georgia and our country as a professional leader.