
Evan Anderson CPFA
301-969-3223Evan Anderson is an Independent Financial Advisor at Anderson Financial. With a background that sets him apart from most industry professionals, Evan brings a blend of creativity, empathy, and communication skills to his role. Before entering the financial services industry, Evan spent a decade as a musician, sound engineer, and photographer—experiences that shaped his client-first mindset and collaborative approach.
Evan began his financial services career at one of the industry’s top recordkeepers, where he developed a passion for customer service and financial education. Today, he focuses on helping individuals and families build personalized wealth management strategies that align with their goals, values, and life stages.
In his work with retirement plan sponsors, Evan plays a key role in participant education and engagement. He specializes in helping employees understand the value of their retirement benefits, navigate plan features, and make informed decisions about saving and investing. Whether through one-on-one conversations, group workshops, or digital tools, Evan is known for his ability to break down complex financial topics into clear, relatable guidance that empowers participants to take control of their financial futures.
Evan holds the Certified Plan Fiduciary Advisor (CPFA) designation through the National Association of Plan Advisors, underscoring his commitment to fiduciary excellence and professional development.
Fun Fact: Evan is an avid rock climber and cyclist, and enjoys traveling with his loyal companion, Slade.
Evan continues to bring fresh perspective and energy to Anderson Financial, helping his clients navigate the evolving financial landscape with clarity, confidence, and purpose.