Advisor Details

Advisor Details

Financial Advisor in Clarks Summit, PA with 5 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 15027

Personal Bio

Lynn founded the company Women of Substance, LLC. five years ago, so she could open the floodgates of knowledge she acquired over 40 years of advising women in personal finances. After a successful sale of her primary business to her senior financial advisor, she saw a gap in the knowledge base of women her own age. She acknowledged that the men in her clients’ lives had been lovingly (or not!) controlling the family purse strings and once retirement, widowhood, or divorce hit, these women were left with nowhere to turn. She resolved to end that dependence and replace it with knowledge. That is, she is committed to taking on a partner role with her clients in that she takes the time not only to understand the hopes and dreams of her clients, but also to ensure they understand the financial strategies she implements on their behalf. Lynn helps her clients prepare financially — and emotionally — for these significant transitions. As it has from the start, Lynn’s fiduciary, fee-only business model ensures that there are no conflicts of interest. Quite simply, her clients’ needs come first. In fact, clients view Lynn not simply as a financial advisor, but as their partner in life’s financial journey. She is the author of the book, “Power of the Purse, Fear Free Finances for Baby Boomer Women”. She is the co-host of a weekly radio show, The Laurie and Lynn Show, on iTunes and streamed live on Saturday mornings at 9:00 AM on wilknewsradio.com. She is also the host of a podcast with the same name as her book, Power of the Purse, available on Apple Podcast, Google Podcasts, Stitcher, Spotify, and other popular podcast sites. She has given keynote addresses to various regional non-profit annual events and is the author of a weekly blog at lynnsevans.com. She’s held the CFP® mark of distinction for more than 35 years.

Firm Name

Women of Substance, LLC

Firm Bio

A registered investment advisory firm, Women of Substance, LLC. (WoS) was created more than five years ago to address the special needs of baby boomer women. We are more susceptible to major life transitions, like widowhood, retirement, grey divorce, and job loss. This is not an easy road to go alone. Lynn helps women of this age to navigate, perhaps for the first time, the world of personal finances at a time when there is little room for mistakes.

Total Assets Under Management

$25000000

Firm SEC/CRD #

281650

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BROKER CHECK
SEC

NASAA

Firm Logo

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Education

Cedar Crest College, Allentown, PA
BA, Secondary Education, Major in French
Duration: 1970 - 1973

License(s)

Life and Disability

Advisor SEC/CRD #

854700

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    BROKER CHECK
    SEC
    NASAA

    Are you a Fiduciary?

    Yes

    Do you receive any commissions or fees based upon financial products that you provide to your clients?

    Yes

    Methods of Compensation

    Assets Under Management (AUM)

    Specialties

    Preferred Client Type

    Membership Associations

    Financial Planning Association (FPA) - 11376

    Certified Financial Planner Board of Standards (CFPBS)

    Fee Only Network

    Publications Featured In

    Other

    Disclaimer

    Investment advisory services offered through Women of Substance, LLC (“WOS”), a registered investment advisory firm located in Clarks Summit, PA. WOS and its investment advisor representatives may only transact business in a state if first licensed, excluded or exempted from the applicable licensing requirements. Additional information about Lynn S. Evans and Women of Substance, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov. This website exists for educational purposes only, and the materials and information contained herein are for general informational purposes only. None of the information provided in the website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, or recommendation. Please consult legal or tax professionals for specific information regarding your individual situation. The information contained in contained in this website is supplied from sources we believe to be reliable, but we cannot guarantee its accuracy. The opinions, analyses, and other information expressed herein constitute judgments as of the dates they were published, are subject to change without notice, and may not be updated to reflect new facts or assumptions. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with Lynn S. Evans or Women of Substance, LLC. This website may include links to newsletters, articles, media appearances, and other information contained on third-party websites and are intended to provide additional perspective and should not be construed as an endorsement. We do not make any representations or guarantees as to the accuracy, timeliness, suitability, or completeness of any information on third-party websites. Should you click on a link and receive information from any third-party websites, you will visit the websites at your own risk. Any rankings and recognition by third-party rating services or publications mentioned on this website should not be construed as a guarantee that you will experience a certain level of results if you engage us to provide investment advisory services, nor should it be construed as a current or past endorsement of us by any of our clients.

Contact:

229 Northern Blvd
Clarks Summit, PA 18411

lynn@lynnsevans.com

(570) 880-0057

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