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

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


This Office

620 E Sandyhills Ave McAllen, TX 78503-1540 Phone: (956) 519-8524 Fax: (956) 581-4106