Mary Clements Evans, Financial Strategist

Think of Mary as your money coach—without the whistle or the pushups.

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More About Mary

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 practice 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.

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.

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.

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.

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Chairman’s Council Ranking. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.