Elizabeth E. Evans, CFP ®

MANAGING PARTNER

As one of the founders of Evans May Wealth, Elizabeth Evans brings more than a decade of experience in providing financial advice and guidance to highly successful families.

Lizzie has worked closely with affluent families and individuals, helping families grow and protect their wealth as life evolves. Lizzie holds the CERTIFIED FINANCIAL PLANNER™ certification, which is awarded by the Certified Financial Planner Board of Standards, Inc., and enables her to provide tailored financial solutions designed to meet the complex and diverse needs of each client.

Lizzie previously was a Senior Vice President at Merrill Lynch and also worked in private equity and sell-side consulting. She graduated cum laude from Indiana University’s Kelley School of Business. She and her husband, Ian Flanagan, live with their two sons, Jackson and Maxwell, in Carmel.

AWARDS AND ACCOLADES

  • #71 in the United States on AdvisorHub’s “150 Advisors to Watch Over $1B” list for 2024.1
  • #1 Advisor in Indiana in the Forbes America’s Top Women Wealth Advisors list for 2025, 2024, 2023, 2022, 2021 and 2019.2
  • Forbes #1 Advisor in Indiana in the America’s Top Next-Generation Wealth Advisors list for 2024, 2023, 2022, 2021, 2019, 2018 and 2017.3
  • Recognized in the Forbes Best-in-State Wealth Advisors list for 2024, 2023, 2022, 2021 and 2019.4
  • Lizzie is also regularly featured on CNBC, Fox Business News, and Bloomberg.
1 AdvisorHub 150 Advisors to Watch Over $1B. Presented in June 2024 based on data gathered from 1/23-12/23. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.
2 Forbes America’s Top Women Advisors (2019, 2021, 2022, 2023, 2024, 2025), created by SHOOK Research. Most recently presented Feb 2025 based on data gathered from 9/30/23 – 9/30/24. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.
3 Forbes America’s Top Next-Generation Wealth Advisors (2017, 2018, 2019, 2021, 2022, 2023, 2024), created by SHOOK Research. Most recently presented August 2024 based on data gathered from 3/31/23-3/31/24. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.
4 Forbes Best-in-State Wealth Advisors (2019, 2021, 2022, 2023, 2024), created by SHOOK Research. Most recently presented April 2024 based on data gathered from 6/30/22-6/30/23. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.