Mary Clements Evans is a CERTIFIED FINANCIAL PLANNER™, entrepreneur, author of the Amazon best seller Emotionally Invested, and recognized thought leader in behavioral finance. As the founder of Evans Wealth Strategies and a Raymond James independent advisor and registered principal, she has built a firm with Chairman’s Club recognition. With 40 years in the financial industry, Mary specializes in guiding small businesses and multigenerational families to manage, preserve, and transfer their wealth in a meaningful way.
Before founding Evans Wealth Strategies in 2005, Mary held leadership roles in major corporations, including Vice President of Finance at Rodale Publishing. Her financial expertise extends beyond investments—she holds the CERTIFIED DIVORCE FINANCIAL ANALYST® and ACCREDITED BEHAVIORAL FINANCIAL PROFESSIONAL℠ designations and maintains securities licenses Series 7, 9, 10, 63, and 65, as well as life, health, and long-term care insurance licenses in Pennsylvania.
Mary’s passion for behavioral finance comes from decades of working closely with clients, witnessing how emotions—not just numbers—drive financial decisions. Inspired by both personal and professional experiences, she authored Emotionally Invested, a book designed to help individuals understand the psychology behind money and make confident, informed financial choices.
At Evans Wealth Strategies, success isn’t measured by assets under management alone—it’s defined by the number of clients who potentially achieve financial independence and happiness. As an advisor, speaker, and author, Mary is dedicated to empowering individuals to take control of their financial future. Her mission is clear: to provide clarity, confidence, and reassurance so clients can focus on what truly matters in their lives.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.