Stephen D. Evans, CFP®
Senior Wealth Advisor/ owner
Meet Stephen Evans, CFP® - Owner & Managing Member of Evans Wealth Planning
Hello, I’m Stephen Evans, the owner and managing member of Evans Wealth Planning, based in Springfield, MO. With over 20 years of experience in the financial services industry, my mission is to provide personalized financial planning that empowers my clients to achieve their goals and secure their financial future.
Roots in Springfield, MO
I was born and raised in Springfield, where my family has lived for over 140 years. Growing up in the Ozarks, I developed a deep love for this region and an appreciation for the outdoors. Family camping trips taught me early on that planning is everything—forgetting even a small detail can affect the entire experience. I carry that lesson into my work today, where careful financial planning ensures success, and knowing how to navigate risk is key.
My Educational Journey
I attended the University of Missouri, where I earned my Bachelor of Science in Personal Financial Planning in 2003. During my time at Mizzou, I discovered my passion for financial planning through the university’s exceptional CFP® program, one of the top 10 programs in the country. This education laid the foundation for the career I’m so passionate about today.
A Proven Track Record in Finance
Before founding Evans Wealth Planning in 2008, I worked for a regional financial firm, gaining valuable experience and honing my skills. In 2010, I earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation, a reflection of my commitment to delivering the highest standard of service to my clients. I hold FINRA Series 7 and Series 66 licenses, as well as life and health insurance licensure in Missouri. I’m also a Registered Representative with Kestra Investment Services, LLC, and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Involvement in the Community
I believe in giving back to my community. I am a past president and current board member of the Greene County Estate Planning Council, collaborating with local attorneys, CPAs, and financial professionals to better serve our region. Additionally, I’m proud of my work with Champion Athletes of the Ozarks, where I’ve served as a board member and past president. In recognition of my contributions to the community and profession, I was honored to be named to the Springfield Business Journal 40 Under 40 in 2013.
You may have seen me in the media, as I’m regularly interviewed by local outlets like KOLR 10, KY3, KSPR, FOX, and the Springfield Business Journal.
Passions Beyond Finance
When I’m not working, I enjoy real estate investing, camping, hiking, floating, fly fishing, mountain climbing, and exploring the great outdoors with my family. Being in nature with my loved ones is the most rewarding way I spend my time—it reminds me that life is about more than just financial success; it’s about truly living.
I’m here to help you create a financial plan that gives you the freedom to enjoy your life to the fullest, just like I strive to do every day.
Let’s work together to build a future where your goals are within reach.