Michael Evans Bio

Michael Evans, CFP®, CSA®




Michael Evans is a graduate of the College for Financial Planning and holds a Bachelor of Science degree in Business Management. Additionally, he is Board-Certified as both a Certified Financial Planner® professional and Certified Senior Advisor®. Michael and the firm he founded, Legacy Group, specialize in assisting near-retirement and currently retired clients with preserving a lifetime of accumulated savings from imprudent investor behavior, market volatility, inflation, taxation, health care, and other threats.

Since 1979, Michael has been assisting families with their financial and estate planning needs. In the early 1990's, he recognized an alarming lack of financial expertise available to mature Americans and directed his energy toward this need. His practice evolved into comprehensive “life-centered financial planning,” where the client’s life is at the center of the conversation, rather than their money. This alignment of money and life purpose reduces conflict and increases peace of mind.

Michael is a sought-after speaker in the community on topics such as retirement planning, investment management, 401k rollovers, elder care planning, and asset protection. He is a vetted RAMSEYTRUSTED™Provider. Dave Ramsey calls him a “SmartVestor Pro.” Michael was named one of “America’s Best Financial Planners” by the Consumer’s Research Council of America in 2006. Additionally, he was admitted to the Paladin Registry in 2007 and bestowed a “5-Star Certified” rating, which ranks him in the top 7% of the profession. 

While Michael’s clients benefit from his expertise, so does the community. He is a member of the Senior Resource Committee of the Tyler Area Chamber of Commerce. He has served on the Board of Directors of the Alzheimer’s Alliance of Smith County, as well as Meals on Wheels of East Texas. Michael is a member of the National Association of Christian Financial Consultants, the Financial Planning Association, the Society of Certified Senior Advisors, and the Better Business Bureau (Rated A+)

Michael makes his home in Tyler, Texas with his wife, Beverly, of 45 years. They have three daughters in their late 30's and eight precious grandchildren (ages 2 to 19). Michael serves as Lead Chaplain during major NASCAR and Indy-car racing events at Texas Motor Speedway. He and his family worship at South Springs Baptist Church in Tyler, Texas.


Certified Financial Planner Board of Standards
Society of Certified Senior Advisors

Dave Ramsey Smartvestor Pro

National Association of Christian Financial Consultants
Society of Certified Senior Advisors
FPA – Financial Planning Association
Chamber of Commerce – Tyler (Senior Resource Committee)
Better Business Bureau (Rated A+)

Certified Financial Planner® program graduate
Bachelor of Science in Business Management

42 years in Financial Planning
Paladin Registry “5-Star Certified” Rating (Top 7% of the profession)
Named in “Guide to America’s Best Financial Planners”
(Consumer’s Research Council of America – Washington, DC)

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