Executives
Busy professionals who want a plan that runs in the background so they can stay focused on work and family.
Learn more →A Focused Guide for Your Financial Journey
We help busy professionals simplify their financial planning, so they can spend less time managing their finances and more time enjoying life with their families.
CFP® Professional
Planning-first advice
Fiduciary
Your interest first, always
Springfield, MO
Rooted in the Ozarks
Since 2008
Independent local firm
Who we serve
Built for people with full lives and real complexity.
We work with clients across southwest Missouri. Most come to us when work, family, and money start competing for the same hours.
Business owners
Owners who need personal and business finances pulling in the same direction — tax, retirement, and eventual exit.
Learn more →Medical pros
Physicians and clinicians balancing high income, student loans, and too little time to manage it all.
Learn more →Families
Households who want college, retirement, and protection handled — so more evenings belong to the people at home.
Learn more →Why Evans Wealth Planning
Clear advice. Local relationship. No product-of-the-week.
You should be able to explain how your advisor gets paid and whose side they are on. Here is ours.
Fiduciary, all the time
Recommendations are made for your goals — not commissions. That is the standard we hold on every piece of advice, not only some of the time.
Planning you can actually use
Taxes, retirement income, investments, and the “what if something happens” questions live in one plan. Planning is included for households with $500,000+ under management.
Springfield, not a call center
You work with a small team that lives here. We know Cox, Mercy, Missouri State, and the way money works in the Ozarks.
Transparent fees
Asset management at 1.00% / 0.85% / 0.50% by tier. Standalone planning is available if you are earlier in the journey. No mystery invoices.
How we work
Three steps. No jargon gauntlet.
The first conversation is about fit. If we continue, the work follows a simple path.
01
Assess
We learn your goals, current accounts, and the money questions that keep coming back at 10 p.m.
02
Plan
You get a written plan with options, tradeoffs, and a clear next move, not a 40-page binder you never open.
03
Manage
We implement, stay in touch, and adjust when life changes. Two meetings a year, plus access when you need it.
What clients tell us
The relationship is the product.
Straight feedback from people we work with.
“I couldn’t imagine trusting anyone else with my financial future. Stephen is a genius in the field of wealth management. Couldn’t be happier with his services.”
“Stephen has been fantastic to work with. Extremely knowledgeable and able to find the best opportunities with any goals or ideas I have. He is always very responsive and personable as well.”
“Have worked with Stephen for years. His quality of service and advice are amazing. In addition to great service, he is great at planning for long and short term financial goals. He has been a great asset to me and my family.”
These testimonials were provided by current clients of Evans Wealth Planning. No compensation was given. While no known conflict of interest exists, experiences vary and this is not a guarantee of future results.
Latest articles
Practical notes for Missouri families.
Recent writing on the money questions we hear most in Springfield and the Ozarks.
Trump Accounts vs. 529s and UTMAs
How the new minor accounts compare to what Springfield families already use for kids.
Read article →How to choose a financial advisor
Fit, fees, fiduciary duty, and the questions worth asking before you sign anything.
Read article →Retirement taxes in Missouri
What changes when the paycheck stops — Social Security, withdrawals, and state rules.
Read article →