Evan Drury has spent more than 15 years helping individuals and families bring structure and understanding to their financial lives. His approach is steady, collaborative, and rooted in the belief that financial planning should always be centered around people, not numbers.

He began his career in financial services shortly after the Great Recession, a period that shaped his appreciation for preparation, adaptability, and long-term thinking. Starting in operations, he gained hands-on experience managing trades, overseeing client accounts, and supporting advisors who served high-net-worth clients. This foundation gave him a strong understanding of both the technical and human sides of finance.

Over time, Evan transitioned into advising, where he discovered his true calling: helping others make sense of their financial world and plan with purpose. His desire to work in this field began early in life after hearing his parents discuss financial concerns and wanting to find a better way forward. That motivation stayed with him, shaping his belief that money should be used as a tool to live a life aligned with one’s values.

Evan holds a Bachelor of Science in Marketing and Finance from Montclair State University. He believes that the heart of financial planning lies in understanding what matters most to each person and building a strategy that reflects those priorities. His work is guided by a simple idea: the goal isn’t to have more, but to create a life that feels meaningful and true to you.