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. Evans, 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.

Wondering what to tell your financial pro? Check out this quick video for guidance!
10/09/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Realtors love to say “date the rate, marry the house.” Cute line. Terrible financial plan. Dating the rate assumes you’l...
10/07/2026

Realtors love to say “date the rate, marry the house.”

Cute line. Terrible financial plan.

Dating the rate assumes you’ll refinance later. That only works if rates drop, you still qualify, closing costs don’t eat up your savings, and you don’t become house-rich and cash-poor in the meantime.

Rates can stay here. They can go higher. The Fed does not text you a save-the-date.

So marry both.

Marry the house and the payment. If the only way the numbers work is “we’ll refinance when rates come down,” you didn’t buy a home. You bought a hope with granite countertops.

Buy the house you can actually afford at today’s rates. Keep some cash for life, vacations, and the water heater that will betray you in three years. If rates fall later, refinance and throw a party. If they don’t, you’re still solvent.

Your realtor gets paid when you close. Your future self gets paid when you can still afford groceries.

Don’t date the rate. Don’t marry a payment you can’t live with. Marry the math.

Considering alternative investments? It’s critical to sort through the complexity.
10/07/2026

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

Learn more about whether you need to pay estimated taxes.
10/05/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
10/02/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

When was the last time you updated your will?
09/30/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Should gold be a part of your diversified portfolio?
09/28/2026

Should gold be a part of your diversified portfolio?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Earnings season can move markets. Find out why.
09/25/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Some diets lighten nothing but your wallet. Here’s a few to avoid.
09/23/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

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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