Bethany Evans, CPA, CFP^®

Bethany Evans serves as a Financial Advisor and Director of Firm Operations at Blue Ocean Capital, where she helps lead the firm’s strategic planning, operations and multi-family office services. She works closely with clients and the firm alike on everything from guiding the vision to running the engine, helping them manage not just their wealth, but the life and legacy behind it.

With more than 15 years’ experience, Bethany specializes in helping high-net-worth families and business owners make informed decisions that align tax, estate, investment and operational planning. She ensures that her clients’ wealth works as hard as they do, coordinating efforts across advisors and planning disciplines to support family values and long-term goals.

Bethany began her career as a shareholder in a traditional CPA firm and family office environment, where she developed expertise in tax strategy, business structuring and advanced legacy planning. Early on, she saw that technical accuracy alone wasn’t enough and clients needed integrated guidance that aligned all parts of their financial lives. This realization led her to pursue the Certified Financial Planner^® designation, broadening her perspective and formalizing her commitment to clients.

Her approach is grounded in clarity, trust and transparency. Known for simplifying complexity, Bethany helps clients understand the “why” behind every decision, balancing near term needs with long term impact. Bethany’s role bridges leadership, execution and technical insight, connecting the dots between wealth and what it makes possible. She believes her role is not just about managing wealth but about enabling purpose, adaptability and peace of mind across generations. At Blue Ocean Capital, she thrives in a culture that values innovation, collaboration and personalized service.

Originally from Ohio, Bethany now lives in Juno Beach, Florida, with her husband, Michael, and two children. A lifelong lover of the outdoors, she spends weekends on the water, around a campfire or cheering from the sidelines, reminders that real wealth isn’t just financial, but found in time, connection and the freedom to live meaningfully.

She holds the CPA designation in both Florida and Ohio, the CFP^® credential and is a Franklin University Leadership Scholar, reflecting her dedication to professional excellence and lifelong learning.