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Evans Wealth Planning Employee Directory

Financial ServicesMissouri, United States2-10 Employees

Evans Wealth Planning is a financial services firm based in downtown Springfield, Missouri, that emphasizes a holistic and planning-based approach to wealth management. The organization integrates long-term goals with financial solutions to support clients’ financial planning needs within a comprehensive framework. Its services appear designed for individuals seeking a structured, consultative process to align investments with broader life objectives, delivered in a local setting with a small firm footprint. The firm is positioned in a competitive landscape alongside large financial institutions, offering a localized alternative focused on personalized client experience. A notable recent development is the firm’s publication of a list outlining important considerations for financial planning ahead of the new year, signaling ongoing activity and engagement with clients.

Find Evans Wealth Planning employees' phone numbers or email addresses

Evans Wealth Planning Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Evans Wealth Planning's Leadership

  • Owner at Evans Wealth Planning
    S. D. E.
    Owner
    Mobile Phone
  • Office Manager at Evans Wealth Planning
    B. E.
    Office Manager
    Mobile Phone
  • Wealth Advisor at Evans Wealth Planning
    C. F.
    Wealth Advisor
    Mobile Phone
  • Marketing Assistant at Evans Wealth Planning
    M. P.
    Marketing Assistant
    Mobile Phone

Evans Wealth Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Evans Wealth Planning

Name
Title
Contact
Location
Last Update
  • Owner at Evans Wealth Planning
    S. D. E.
    Owner
    Mobile Phone
    United States, Missouri
    Feb 18, 2026
  • Office Manager at Evans Wealth Planning
    B. E.
    Office Manager
    Mobile Phone
    United States, Missouri
    May 31, 2026
  • Wealth Advisor at Evans Wealth Planning
    C. F.
    Wealth Advisor
    Mobile Phone
    United States, Florida
    Apr 17, 2026
  • Marketing Assistant at Evans Wealth Planning
    M. P.
    Marketing Assistant
    Mobile Phone
    United States, Missouri
    May 30, 2026

Frequently Asked Questions

What is Evans Wealth Planning known for?

Minus sign iconPlus sign iconEvans Wealth Planning was founded in 2008 and operates in the Financial Services industry. Explore Evans Wealth Planning's company overview page for more information.

What is Evans Wealth Planning's most common email format?

Minus sign iconPlus sign iconEvans Wealth Planning employees' email format typically follows the pattern of First@evanswealthplanning.com. Trying to find reliable and up-to-date employee contact data? Find more Evans Wealth Planning email formats with LeadIQ.

How many employees does Evans Wealth Planning have currently?

Minus sign iconPlus sign iconEvans Wealth Planning has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Evans Wealth Planning's key employees and leadership?

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As of August 2026, Evans Wealth Planning's key employees include:

  • Owner: S. D. E.
  • Office Manager: B. E.
  • Wealth Advisor: C. F.
  • Marketing Assistant: M. P.

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