Insights

Strong Revenue Range Evans Wealth Strategies operates within a revenue bracket of 10 to 25 million dollars, indicating established financial activity and potential for scaling services or solutions aimed at mid-tier financial advisory firms.

Boutique Firm With a small team of 2 to 10 employees, Evans Wealth Strategies is a boutique firm that could benefit from customized technology tools or partnerships to support personalized client service and operational efficiency.

Client-Centric Approach Their philosophy of making the complex simple and tailored advice presents opportunities to introduce client engagement platforms, financial planning software, or educational tools to enhance transparency and client retention.

Independence & Compliance Operating independently of Raymond James but through their advisory services, Evans may be interested in compliance solutions, digital security, or compliance management tools to support their regulatory requirements.

Growth Potential Considering their focus on comprehensive financial advice and a strategic niche, there is potential to upsell advisory services, advanced financial analytics, or lifecycle planning solutions as they expand their client base or enhance service offerings.

Evans Wealth Strategies Tech Stack

Media & News

Evans Wealth Strategies's Email Address Formats

Evans Wealth Strategies uses at least 1 format(s):
Evans Wealth Strategies Email FormatsExamplePercentage
First.Last@evanswealthstrategies.comJohn.Doe@evanswealthstrategies.com
50%
First.Last@evanswealthstrategies.comJohn.Doe@evanswealthstrategies.com
50%

Frequently Asked Questions

Where is Evans Wealth Strategies's headquarters located?

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Evans Wealth Strategies's main headquarters is located at 1134 Pennsylvania Avenue Emmaus, Pennsylvania 18049 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Evans Wealth Strategies's official website and social media links?

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Evans Wealth Strategies's official website is evanswealthstrategies.com and has social profiles on LinkedIn.

What is Evans Wealth Strategies's NAICS code?

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Evans Wealth Strategies's NAICS code is 52 - Finance and Insurance.

How many employees does Evans Wealth Strategies have currently?

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As of February 2026, Evans Wealth Strategies has approximately 7 employees across 2 continents, including North AmericaEurope. Key team members include Chief Operating Officer: L. B.Owner: R. R.Director, First Impressions: M. S.. Explore Evans Wealth Strategies's employee directory with LeadIQ.

What industry does Evans Wealth Strategies belong to?

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Evans Wealth Strategies operates in the Financial Services industry.

What is Evans Wealth Strategies's email format?

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Evans Wealth Strategies's email format typically follows the pattern of First.Last@evanswealthstrategies.com. Find more Evans Wealth Strategies email formats with LeadIQ.

When was Evans Wealth Strategies founded?

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Evans Wealth Strategies was founded in 2008.

Evans Wealth Strategies

Financial ServicesPennsylvania, United States2-10 Employees

“Making the Complex Simple” is our ultimate goal, the philosophy that defines us. Bringing clarity and vision to all of the financial decisions in your life is simply what we do. 

We strive to provide great advice along a range of financial services - not limited to investments - to help you find the straightest line to achieving your goals.  Whether you’re focused on retiring on your own terms, or leaving something behind for the next generation, we can help.   We are here to help manage your entire financial life.  Our sound, straightforward, easy to understand recommendations are designed just for you.

Just as a boat navigates though rough waters, we will strive to be there to throw you a life saver when you need it – giving you financial confidence.  So whatever phase of life you are in – whatever complexities you may face – our experienced professionals are equipped to guide you through.

______________________________________________________________________
Evans Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.  Contact your local Raymond James office for information and availability.  Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Section iconCompany Overview

Headquarters
1134 Pennsylvania Avenue Emmaus, Pennsylvania 18049 United States
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Evans Wealth Strategies's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Evans Wealth Strategies's revenue is estimated to be in the range of $10M$25M

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