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Evan S. Goldfuss

CFP®

Financial Advisor / Member Owner

404-237-8881

Overview

Evan Goldfuss serves as a financial advisor in Savant’s Atlanta, Georgia, office, where he guides individuals and families through comprehensive financial planning. As a CERTIFIED FINANCIAL PLANNER® professional, he provides support in wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.

Evan began his career in financial services in 2018 and started working at Savant when Capital Directions joined the firm in 2023. He worked as a wealth advisor at Capital Directions. He holds a bachelor’s degree in finance with specializations in personal wealth management and insurance from the University of Alabama.

When he steps away from client work, Evan enjoys traveling and exploring the outdoors.

Areas of Focus

Evan’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Equity Compensation

Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.

Equity Compensation

Technology Professionals

Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.

Technology Professionals

Education

  • University of Alabama
    Bachelor’s in Finance with specializations in Personal Wealth Management and Insurance

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional

Insights & Perspectives

Thought leadership on wealth management, tax strategy, and financial planning.

Office Locations

Serving clients from our Atlanta office.

Atlanta

400 Northridge Road
Suite 350 Atlanta, GA 30350
t. 404-237-8881

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Disclosures

CFP®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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