Stephen Fletcher (CFP®, MBA, TPCP®)
Stephen Fletcher focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
Additional Information
Stephen E. Fletcher is a CERTIFIED FINANCIAL PLANNER™ professional and Tax Planning Certified Professional® with a BBA and MBA from Campbell University. He began his career advising ultra high net worth clients in Manhattan, then went on to serve as Director of Advisory Services at an advisory firm in North Carolina before joining EvoAdvisors in 2022. Stephen is committed to moving the profession forward, having served on NAPFA’s Genesis Leadership Committee and being recognized as NAPFA’s New Professional of the Year in 2020.
Stephen is an avid reader, especially when his three young children give him the chance. That curiosity and love of learning inform the thoughtful, long term perspective he brings to client relationships.
He has appeared in the media on the Radio Tour for “Millennials and Finances,” reaching more than 11 million listeners, and on WJLA ABC in Washington, D.C., to discuss the financial impact of COVID 19 on small business owners.
NAPFA Start Date
August 12, 2016
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.