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Paul Evans

Advisor at Annapolitan Investment Group, Inc.

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Annapolitan Investment Group, Inc. logo

Firm

Annapolitan Investment Group, Inc.

Location

Annapolis, MD 21401

Credentials

CFP®, ChFC®, Series 66

Industry experience

24 years

About

Paul Evans is a financial advisor with Annapolitan Investment Group, Inc. in Annapolis, MD, holding CFP® and ChFC® designations and 24 years of industry experience. He has been with Annapolitan Investment Group since 2005 and is also involved with Black Island Capital, LLC, a separate business he owns. Additionally, he has served with the US Naval Academy Athletic Association since 2014. Annapolitan Investment Group provides customized financial and retirement planning to individuals and families, focusing on tax, estate, business, education, and cash-flow planning. The firm emphasizes a planning approach without discretionary portfolio management, utilizing investment vehicles such as mutual funds, CDs, municipal bonds, annuities, and ETFs, and offers educational seminars and workshops.

Client services

Based on Annapolitan Investment Group, Inc.

Financial planning Pension consulting Educational seminars or workshops

Expertise

Based on Annapolitan Investment Group, Inc.

General retirement planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.)

Fee options

Commissions

Advisory Representatives may receive commissions for securities and insurance products, including trail commissions (12b-1 fees) and insurance commissions

Project-based

Hourly fee of $150 per hour

Other

Minimum fee: Fixed fee: $250 per financial plan Fee-only: Fixed fee of $250 per financial plan and hourly fee of $150 per hour

Location

1205 West St.

Annapolis, MD 21401

Most active in

Maryland · Texas

Work history

US Naval Academy Athletic Association

2014 - Present (12 years)

Consumer Surveys

2013 - Present (13 years)

Black Island Capital, LLC

2012 - Present (14 years)

Raymond James Financial

2009 - Present (17 years)

Annapolitan Investment Group, Inc.

2005 - Present (21 years)

Annapolitian Investment Group, Inc

2005 - Present (21 years)

Raymond james Financial Services, Inc.

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Raymond G

CFP®

Edgewater, MD

Raymond L. Gazelle Jr.

College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting Wealth management
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Robert C

CFP®, Series 63, Series 65

Annapolis, MD

Clark Company

Income planning General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner
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Christopher O

Series 65, Series 66

Edgewater, MD

Harmony Wealth Advisors, LLC

Wealth management Real estate investing Private / alternative investments
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Jacolyn W

Series 63, Series 65

Annapolis, MD

JWC Capital Management, LLC

Wealth management Passive / index investing Active portfolio management

Adam B

CFP®

Annapolis, MD

Ventus Wealth Management

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ☑️A transparent fee and incentive structure ☑️ A flexible, client-focused service model ☑️ Modern technology solutions ☑️ Virtual meeting capabilities ☑️ Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.

College savings (529s, UTMA, etc.) Cash flow / budgeting Airline Pilot Military & Veterans Established Professionals Gen X (Born 1965-1980)
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Nicholas L

Series 66

Stevensville, MD

RCN Wealth Advisors, Inc.

Options & derivatives strategies Active portfolio management Real estate investing Private / alternative investments
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