Evans Wealth Planning

Evans Wealth Planning Your guide to building and protecting your wealth Our goal is to understand our Clients first and foremost. Stephen D.

Located in Downtown Springfield, Missouri 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. We will spend as much time as necessary to understand you before any investment decisions are made. Ev

ans, CFP® is lifelong resident of Springfield, Missouri and has over 16 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 the best provider in his industry Stephen has become a CERTIFIED FINANCIAL PLANNER™ 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. Our mission is to gain a deep understanding of our client’s dreams and risk tolerance as well as to assist our clients in providing a plan to reach those dreams while creating long lasting relationships. http://www.finra.org/
http://www.sipc.org/

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Evans Wealth Management is not affiliated with Kestra IS or Kestra AS.. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
06/22/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.
06/19/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if b...
06/17/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

06/15/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

The average college senior graduates with credit card debt. How will your kids manage money?
06/12/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Explore how inflation has affected purchasing power over the decades with this historical tool.
06/10/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
06/08/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
06/05/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Have you used a junk-drawer approach to manage your investments?
06/03/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

Address

4730 South National Avenue B4
Springfield, MO
65810

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Evans Wealth Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category