CFP®, QPA, QKA®, ChSNC®
TTG Financial Inc
VP & CCO
CFP®, QPA, QKA®, ChSNC®
TTG Financial Inc
VP & CCO
Few investors, or advisors for that matter, understand the risk inherent in their investments. Our team approach quantifies risk and relates it to returns in a way that is both clear and actionable. - James Evans, CFP®, QPA, QKA®, ChSNC®
Fee-Only financial planner located in Canton, OH, serving clients locally and across the country
James Evans is a Canton, OH fee-only financial planner. TTG Financial Inc provides comprehensive financial planning, portfolio management and pension plan analysis to help business owners, medical professionals and high net worth individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, James Evans is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
James L. Evans has been in the financial services business for 37 years. He began his career with Northwestern Mutual/Robert W. Baird in 1985 where he served as life agent and stock broker. From December 1989 to September 2006 he was a stock broker and branch manager for Park Avenue Securities in Canton, Ohio. His responsibilities included compliance, asset allocation strategy, marketing and accounting. Simultaneously from December 1989 to September 2004 he founded and was president of Western Reserve Pension Services, Inc. His duties included managing pension assets, discrimination testing, feasibility studies and general operations. He sold Western Reserve in September 2004, but continued his duties for Park Avenue Securities. In October 2006, he co-founded TTG Financial. He has served as a principal for TTG Financial from October 2006 to the present. His broad responsibilities including compliance, accounting, trading and asset allocation modeling. He has four Professional Designations; Qualified Pension Administrator in May 1992 and Qualified 401(k) Administrator in July 2002 issued by the American Society of Pension Professionals and Actuaries, the Certified Financial Planner designation issued by the Board of Certified Financial Planners in October 2005, and the Chartered Special Needs Consultant designation issued by the American College in May of 2022.
Jim has been married to his wife Jill for 40 years and has two children and three grandchildren.
James Evans is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
TTG Financial is a boutique Investment Advisory Firm (RIA) , registered under the Investment Advisors Act of 1940 . We specialize in very personalized investment advice for a small group of select clients. Our company motto is based on our firm belief that through intensive analysis and quantitative review, will achieve risk adjusted returns.
We provide Investment advice for an asset based fee. Our asset management services are limited to clients with a minimum of $500,000 of assets to invest. We maintain this exclusivity not because of the unimportance of clients with less, they can avail themselves of our services on an hourly basis if they wish, but only because of the very close personal attention we provide to each and every client and the customization of trading programs and allocations. A large client base would make the implementation of such a model almost impossible.
We are in communication with all of our clients on a very regular basis, encourage office visits at least once per quarter, and have an open door policy at all times. In the investment world we are a somewhat unique and unusual anomaly.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- 401k Administration
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- 401k and Pension Trusts
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
James Evans is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
James Evans is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
James Evans is a Chartered Special Needs Consultant® (ChSNC®)
ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability.
James Evans holds the Qualified 401(k) Administrator (QKA) Credential
The Qualified 401(k) Administrator (QKA) credential is the national standard for all professionals working with 401(k) retirement plans. Completion of the certification course offered by the ASPPA will help professionals operating in the retirement plan industry develop the technical skills needed to work with 401(k) plans. Attaining the QKA Credential showcases mastery of the two fundamental aspects of 401(k) plan administration; Plan Management and Testing & Compliance.
James Evans holds the Qualified Pension Administrator (QPA) Credential
The QPA credential was created by ASPPA to recognize professionals who are qualified to perform the technical and administrative functions of qualified plan administration. QPAs assist employers, actuaries, and consultants in performing functions such as determination of eligibility benefits, computation of benefits, plan recordkeeping, trust accounting and disclosure, and compliance requirements. To earn the QPA credential, individuals must have a minimum of 2 years of experience working in retirement plans, and must pass the DC-3 and DB exams, in addition to the requirements of the QKA credential.
Contact James Evans
4051 Whipple Ave NW
Canton, OH 44718