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.

06/01/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
05/29/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
05/27/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

How much is enough for your emergency fund?
05/25/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
05/22/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
05/20/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

How prepared are you for retirement?
05/18/2026

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
05/15/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
05/13/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
05/11/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

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

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