Mary Clements Evans

Mary Clements Evans

financial planner United States

Mary Clements Evans is a certified financial planner and behavioral finance expert based in Pennsylvania, known for her insights into the complex dynamics of inheritance and family financial planning. She has observed numerous cases where clients impose specific conditions on how their children or grandchildren can use inherited funds, often aiming to manipulate their decisions. Through her work, Evans emphasizes the psychological aspects of wealth transfer and advocates for balanced approaches that foster financial independence while also considering the givers' intentions.

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Recent Mentions

Canada Canada: Mary Clements Evans has seen a fair share of her clients using money to manipulate their children or grandchildren into decisions they would not have otherwise made. 6

The Globe and Mail: When an inheritance comes with stipulations: ‘They want control from the grave’