The People and Experience Behind Evans Advisory Group
A Virginia family-run firm helping retirees and families make clearer Medicare, insurance, and retirement decisions with guidance grounded in accountability and long-term relationships.
Our Story
Built Around Retirement Guidance Virginians Can Rely On
Evans Advisory Group was built to help people navigate retirement decisions that often feel disconnected, confusing, or spread across too many providers. Many retirees struggle to coordinate Medicare coverage, insurance protection, and long-term financial planning while also trying to verify who they can actually trust with important life decisions. Since helping its first Medicare clients in 2008, Evans Advisory Group has grown into a multi-generational Virginia firm offering Medicare guidance, insurance services, and Series 65 advisory support through a retirement-focused planning approach. Clients across Mechanicsville, Richmond, and surrounding Virginia communities value having one established local team that provides continuity, direct communication, and guidance built around real retirement transitions.
Our Mission
Guidance Built to Make Retirement Feel More Manageable
Our mission is to help people move into retirement with clearer answers, dependable guidance, and support that protects both their health and financial future.
our values
What Clients Can Expect From Our Team Every Day
Local Relationships
Working with a nearby Virginia team means you are never routed through anonymous national call centers or disconnected departments. Clients know who they are speaking with, how to reach them directly, and who is helping guide important retirement decisions.
Retirement-Focused Guidance
Retirement planning affects healthcare, insurance, income, and long-term financial stability all at once. Our approach keeps those conversations connected so decisions feel more coordinated and easier to manage.
Clear Communication
Insurance and investment topics can quickly become overwhelming when explanations feel rushed or overly technical. We prioritize direct conversations and practical guidance that helps clients understand their options with more confidence.
Accountability and Licensing
Trust matters when choosing someone to help with retirement planning and investment guidance. Series 65 advisory services and fiduciary-focused planning standards help clients feel more confident that recommendations are built around their long-term interests.
Long-Term Relationships
Many clients first connect with Evans Advisory Group for Medicare help and continue working with the team through later retirement decisions. Ongoing relationships create continuity and support as coverage needs, income strategies, and family priorities evolve over time.
Meet the team
The People You Can Reach Directly When You Need Help
For over 30 years, David has dedicated his career to developing the resources and expertise necessary to serve his clients with excellence. His professional journey began as an American Board Certified Optician — a role rooted in precision and personal care. Over the past 18 years, he has translated that commitment to detail into the financial and insurance sectors as a Licensed Fiduciary and Independent Insurance Broker.
David founded Evans Advisory Group in 2008, during a period of significant economic challenge. As a fiduciary, he is legally and ethically bound to put your interests first — always.
Rebekah brings over seven years of experience in the customer service industry and holds a Bachelor's degree in Criminal Justice from Virginia Commonwealth University. She is dedicated to helping individuals navigate their Medicare options and find coverage that best meets their needs.
Inspired by her father's passion and drive to help others, Rebekah developed her own passion for serving clients with the utmost care. Based in the heart of Richmond, she delivers guidance rooted in Experience, Integrity, and Service.
Samantha brings a fresh perspective and remarkable academic achievement to the Evans Advisory Group team. She graduated high school at 16 and went on to study international business in London at 17 — demonstrating the kind of drive and determination that defines our team's culture.
Currently based in Southwest Florida, Samantha joined the family business with a passion for client service and a global mindset. Her background in international business gives her a unique lens through which she approaches client needs.
I'm Jacob Davis, an independent agent with Evans Advisory Group specializing in Medicare planning and retirement health coverage. I hold an associate's degree in Business Administration and am currently studying Information Systems Technology.
My background in personal finance and long-term planning shapes how I work — with a focus on clarity, transparency, and lasting client relationships. I primarily help individuals turning 65 or already enrolled in Medicare understand their options and choose coverage that fits their needs, making the process straightforward and stress-free.
Outside of work, I enjoy working on cars, spending time outdoors, and continuously learning.
