Evan’s Approach
Evan S. Goldfuss
CFP®
Financial Advisor / Member Owner
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
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
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.
Techniques Affluent Families Use to Help Grow and Maintain Their Wealth | On Demand Webinar
Watch the video "Techniques Affluent Families Use to Help Grow and Maintain Their Wealth" to learn expert strategies…
When Equity Compensation Becomes Real Money | On Demand Webinar
Watch the video "When Equity Compensation Becomes Real Money" to learn expert strategies on executive compensation. Get practical…
Is It Time to Move? Financial Considerations for Retirees Video from Savant Wealth Management
Where to live in retirement involves both financial and emotional considerations. Some retirees consider relocating to warmer climates…
Key Habits of Affluent Retirees Video from Savant Wealth Management
Watch the video "Key Habits of Affluent Retirees" to learn expert strategies on retirement. Get practical tips from…
All Insights by Evan S. Goldfuss
5 insights
Techniques Affluent Families Use to Help Grow and Maintain Their Wealth | On Demand Webinar
Watch the video "Techniques Affluent Families Use to Help Grow and Maintain Their Wealth" to learn expert strategies…
When Equity Compensation Becomes Real Money | On Demand Webinar
Watch the video "When Equity Compensation Becomes Real Money" to learn expert strategies on executive compensation. Get practical…
Is It Time to Move? Financial Considerations for Retirees Video from Savant Wealth Management
Where to live in retirement involves both financial and emotional considerations. Some retirees consider relocating to warmer climates…
Key Habits of Affluent Retirees Video from Savant Wealth Management
Watch the video "Key Habits of Affluent Retirees" to learn expert strategies on retirement. Get practical tips from…
Strategic Steps to Prepare for a Potential Layoff
Layoffs and job losses can seem scary if you don’t have a plan in place to manage your…
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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.