Evan Hagan

Financial Planning Associate

Evan Hagan brings a unique perspective to financial advising, shaped by more than two decades working in the Arts, and Education. As Director of a community art school in New York City, he learned how to listen closely, plan thoughtfully, and bring big ideas to life—skills he now uses to help clients turn their financial goals into reality.

Evan believes that, just like in the arts, every financial plan starts with understanding your vision and building the right structure to support it. He takes pride in making complex concepts simple and guiding clients with patience, creativity, and a clear plan forward.

A devoted husband and father, Evan understands the importance of planning for both today and the future. He lives in Doylestown PA and remains active in the arts, lending his creative energy to community projects and personal pursuits.

  • General Securities Representative, Investment Adviser Representative
  • Brings over 20 years of experience in the Arts and Education, translating creativity and strategic planning into financial guidance.
  • Dedicated to making financial concepts approachable, blending patience and creativity to help clients achieve their goals.
  • Devoted husband and father who remains active in the arts and community projects