EW
EW

Evan Forrest Ward

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,181 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1688 White Circle Nw, Marietta, GA, 30066

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Evan is an insurance agent and president of Atlas Retirement, LLC, dedicating about a quarter of his time to insurance sales. He also owns land and leases haying rights through Ward Family Holdings, dedicating minimal time to this activity.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
March 2022 - Present · 3 yrs 11 mos
State Registrations2 states
GANJ
Advisor
Exams
No exam information available for this advisor.