What departments does Evans Wealth Strategies have?

Evans Wealth Strategies has employees across 4 departments including Operations, Finance, Support, Sales.

What is the largest department at Evans Wealth Strategies?

The largest department at Evans Wealth Strategies is Finance with 5 employees.

Where are Evans Wealth Strategies employees located globally?

Evans Wealth Strategies has employees across 2 continents and 2 countries including Netherlands, United States Of America.

How has Evans Wealth Strategies's team size changed over time?

Evans Wealth Strategies's team has grown from approximately 8 to 10 employees based on available data.

Evans Wealth Strategies Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Evans Wealth Strategies operates in the financial services sector and provides comprehensive financial guidance aimed at simplifying complex decisions for clients. The firm emphasizes a holistic approach to managing a client’s financial life, offering advice across a range of services beyond investments to help individuals pursue goals such as retirement on their terms or legacy planning for future generations. Based in Emmaus, Pennsylvania, the firm positions itself as a resource for clients navigating various life stages and financial complexities, with a focus on clear, straightforward recommendations tailored to individual circumstances. While not a registered broker/dealer, Evans Wealth Strategies conducts investment advisory services through an affiliated entity connected to Raymond James Financial Services, highlighting its independent stance within a broader advisory network.

Evans Wealth Strategies Global Highlights

North America
15

United States Of America
15

Europe
1

Netherlands
1

Evans Wealth Strategies's Leadership

L. B.
Chief Operating Officer
Mobile Phone
Email
R. R.
Owner
Mobile Phone
Email
N. W.
Director Of Communications
Mobile Phone
Email
R. W. C.
Financial Advisor, Rjfs
Mobile Phone
Email
K. M.
Client Experience Coordinator
Mobile Phone
Email
M. C. E.
Financial Advisor, Rjfs
Mobile Phone
Email
M. T.
Certified Financial Planner™ Professional
Mobile Phone
Email
Z. L.
Financial Advisor
Mobile Phone
Email

Evans Wealth Strategies Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Evans Wealth Strategies

Name

Title

Contact Info

Location

Last Update

L. B.
Chief Operating Officer
Mobile Phone
Email
United StatesPennsylvania
Feb 17, 2026
R. R.
Owner
Mobile Phone
Email
Oct 22, 2024
N. W.
Director Of Communications
Mobile Phone
Email
United StatesMassachusetts
Apr 15, 2026
R. W. C.
Financial Advisor, Rjfs
Mobile Phone
Email
United StatesPennsylvania
Mar 24, 2026
K. M.
Client Experience Coordinator
Mobile Phone
Email
United StatesNew Jersey
Apr 13, 2026
M. C. E.
Financial Advisor, Rjfs
Mobile Phone
Email
United StatesPennsylvania
Mar 25, 2026
M. T.
Certified Financial Planner™ Professional
Mobile Phone
Email
United StatesPennsylvania
Feb 18, 2026
Z. L.
Financial Advisor
Mobile Phone
Email
United States
May 30, 2026
C. D.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 20, 2025
A. S.
Branch Operations Specialist
Mobile Phone
Email
United StatesPennsylvania
Oct 21, 2024

Frequently Asked Questions

What is Evans Wealth Strategies known for?

Evans Wealth Strategies was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 1134 Pennsylvania Avenue Emmaus, Pennsylvania 18049 United States. Explore Evans Wealth Strategies's company overview page for more information.

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

Evans Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Evans Wealth Strategies email formats with LeadIQ.

How many employees does Evans Wealth Strategies have currently?

Evans Wealth Strategies has approximately 8 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of May 2026, Evans Wealth Strategies's key employees include:

Chief Operating Officer: L. B.
Owner: R. R.
Director Of Communications: N. W.
Financial Advisor, Rjfs: R. W. C.
Client Experience Coordinator: K. M.

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Evans Wealth Strategies Employee Directory

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