Ruth Evans (CFP®, MBA)
Ruth Evans focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Medical Professionals
- Middle Income Client Needs
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Medical Professionals
- Middle Income Client Needs
Planning Specialties
We are a financial planning and investment firm. Our goal is to help clients develop and achieve their financial goals and objectives. Clients range from school teachers and retirees to high-net-worth individuals. Services include: general financial planning, special projects on an hourly basis, reviews of existing portfolios, and development of new investment strategies. Clients are charged on either an hourly basis or a fee for assets under management.
Additional Information
Ruth Evans is a CFP® and RIA. She has been a fee-only planner for over 10 years. She has her B.S. and M.B.A from the University of Connecticut.
NAPFA Start Date
October 04, 1999