Without a plan how do you know where you are going. At Evans Wealth Planning we believe a financial plan is instrumental in having a successful financial life.
Investing can be complicated. At Evans Wealth Planning we work with you to help you make wise investment decisions and grow your wealth.
Evans Wealth Planning specializes in preparing your family to handle the unexpected. We thrive on giving clients confidence in their future.
Time is money, and managing your wealth can be overwhelming. At Evans Wealth Planning, we’ll protect and grow your assets so you can focus on enjoying them.
Our Advisors are Dedicated to Achieving Your Financial Goals.
Located in the heart of downtown Springfield, MO, Evans Wealth Planning strives to provide an exceptional client experience. We use a comprehensive and holistic investment approach for your wealth that integrates your long term goals with financial solutions using a planning based consultative approach.
Understanding our clients is at the root of what we do. Before making any financial decisions, we will spend as much time as necessary assessing your needs and developing a uniquely designed plan that fits with your lifestyle. We pride ourselves in the process we take to ensure our client's needs are met.
Stephen D. Evans, CFP® is lifelong resident of Springfield, Missouri and has over 10 years of experience in the financial services industry. Stephen earned his Bachelor of Science degree from the University of Missouri in Personal Financial Planning. In striving to continue to be one of the best providers in his industry Stephen has become a CERTIFIED FINANCIAL PLANNER™ professional and believes always working on his education is a critical part of this business.
In January of 2013, Stephen was selected as Springfield Business Journal 40 under 40. He was recognized by a panel of judges as one of 40 top up-and-coming professionals under the age of 40 in the Springfield, Missouri area.
Stephen has been quoted numerous times by local publications and news teams, including:
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