Elizabeth E. Evans, CFP ®


As one of the founders of Evans May Wealth, Elizabeth Evans brings 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. A 2019 Make-A-Wish honoree, Lizzie is also a member of the Tabernacle Presbyterian Church and part of the leadership council for the Central Indiana Community Foundation. She and her husband, Ian Flanagan, live with their two sons, Jackson and Maxwell, in Carmel.


  • #2 in the United States on AdvisorHub’s “50 Women Advisors to Watch” list for 2023.* 
  • Forbes #1  Advisor in Indiana and the #24 Advisor in the United States in the America’s Top Next-Generation Wealth Advisors list for 2022, 2021, 2019, 2018 and 2017. 
  • #1 Female Advisor in Indiana in the America’s Top Women Wealth Advisors list for 2023, 2022, 2021 and 2019. 
  • Recognized in the Forbes Best-in-State Wealth Advisors list for 2023, 2022, 2021 and 2019 and a Top Wealth Advisor Mom by Shook Research and Working Mother for 2021,  2019, 2018 and 2017.** 
  • Lizzie is also regularly featured on CNBC, Fox Business News, and Bloomberg.
*The 2023 AdvisorHub “Advisors to Watch” award was announced in June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking  recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management,  production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided  to clients. This is not indicative of this financial advisor’s future performance.
**Forbes “Best-in-State Wealth Advisors” list, 2022, 2021 and 2019. Forbes “America’s Top Women Wealth Advisors” list, 2021, 2019 and 2018. Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” list, 2022, 2021, 2019, 2018 and 2017. Forbes is a trademark of Forbes Media LLC. All rights reserved. Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, 2021, 2019, 2018 and 2017. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved. The ranking or ratings shown here may not be  representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.