Evan Melcher, AIF®, ARPC, CIMA®, CPFA™

Financial Advisor

Education & Other Highlights

Evan Melcher is an institutional retirement plan advisor based in Atlanta, GA.

Evan is a seasoned financial advisor at CAPTRUST, specializing in investment advisory services for fiduciary investors, including retirement plan committees and nonprofit trustees. With a career spanning over two decades, Evan’s expertise extends across various industries, with a particular focus on law firm clients nationwide.

Before joining CAPTRUST in 2019, Evan was a partner and investment advisor at FiduciaryVest. He holds a Bachelor of Arts in business administration from Furman University and an MBA with a concentration in finance from Rollins College. Evan is also accredited with several industry designations, including Accredited Investment Fiduciary®, Accredited Retirement Plan Consultant, Certified Investment Management Analyst®, and Certified Plan Fiduciary Advisor.

Evan is a dedicated advocate for retirement education and co-founded the Pension Education Council of Atlanta, where he previously served on the board of directors. His contributions to the field have been recognized by the Financial Times, which named him among the 401 Top Retirement Advisors. Additionally, the CAPTRUST Atlanta team has been honored on Barron’s Top 100 Institutional Consulting Teams list and recognized by NAPA as one of the Top DC Advisor Teams.

Outside of his professional life, Evan enjoys hiking, traveling, and spending time with his family on their horse farm in Georgia. He is also deeply committed to community service and serves as a leader at Congregation Beth Israel in North Georgia.


  • Bachelor of Arts degree in business administration from Furman University
  • Master of Business Administration degree with a concentration in finance from Rollins College

Industry Designations

  • Accredited Investment Fiduciary®
  • Accredited Retirement Plan Consultant
  • Certified Investment Management Analyst®
  • Certified Plan Fiduciary Advisor

Industry Involvement

  • Pension Education Council of Atlanta, co-founder and previous board member

Awards & Recognition

  • Barron’s Top Institutional Consulting Teams | 2020, 2021, 2022, 2023, 2024 (Team Atlanta)
  • Financial Times 401 Top Retirement Advisers | 2018, 2019, and 2020
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, 2024 (CAPTRUST Atlanta)


Quarterly Industry Insights: Law Firms (Webinar Recording)

CAPTRUST serves more than 200 of the top law firms in the country as their retirement program advisor. Our advisors recently completed quarterly review discussions with law firm clients. In this webinar recording, the CAPTRUST team discussed a few key takeaways from those reviews, with unique insights into how law firms are approaching retirement benefits in 2024.

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