Evans Wealth Strategies began in 2008. After many years in corporate finance, Mary Evans wanted to expand on her passion to educate people about finance, and to ensure that they were prepared for retirement and beyond. Mary made the transition from corporate to individuals and families because she wanted to make a positive difference in people's lives.

It's a simple philosophy – Making the Complex Simple. Mary's mission is to help you understand all aspects of your financial life.

Evans Wealth Strategies is located at 1134 Pennsylvania Avenue in Emmaus. There is ample off-street parking in our private lot for your convenience.

Making The Complex Simple

Hiring a financial planner could be one of the most important decisions you will ever make. But you don’t want to feel pressured, or spend too much time – or money – to receive a financial plan. We get it!

We get it!

“Making the Complex Simple” isn’t just our tag line; it’s our philosophy! Our passion is yours – what matters most to you… so we listen, develop strategies, make recommendations and explain your plan in plain English.

Our team is made up of professionals who love what we do - so bringing a customized solution to our clients is not just what we do – it is who we are. In a fast paced, high-pressure world, we aim to be the office where you can receive exceptional advice in a relaxed environment. We’re a select group, dedicated to using our experience and knowledge to provide answers in a manner that you can easily understand.

So how do we begin working with you?

We start with a complimentary meeting, where we get to know each other. We learn about your goals and your plans, and you get to learn what we do. If at the end of that first meeting (usually about an hour), if you think we can help you--and we think we can help you- we decide together what the next step is. If not, we’re still happy to have met you, and we’ll part friends.

For more detailed information, or to schedule your complimentary meeting, please call us at 610-421-8664.

We always have coffee, tea… and chocolate!

Our Process

So how do we begin working with you?

  • We start with a complimentary meeting, where we get to know each other. We learn about your goals and your plans, and you get to learn what we do. At the end of that first meeting (usually about an hour), if you think we can help you--and if we think we can help you-- we decide together what the next step is. If not, we’re still happy to have met you, and we will part friends.
  • In most cases, we will offer to provide a complimentary analysis of your financial situation at no obligation to you. This analysis would be reviewed at the next meeting. 
  • In all cases, you are never surprised with any unexpected costs, and are never pressured into a quick decision.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.