Creed Evans Financial Advisory
"Money is personal, your strategy should be too."
At Creed Evans Financial Advisory, we specialize in helping individuals, families, and business owners navigate major life transitions with clarity, structure, and confidence. From career growth to starting a family, selling a business, or preparing for retirement, we provide tailored guidance that aligns your money with your life goals.
Our Approach
Transitions create opportunity — and complexity. We help you anticipate challenges, make informed decisions, and design a strategy that evolves with you.
Investment Planning & Management – Build a portfolio that supports your evolving goals.
Income & Retirement Planning – Manage cash flow, distributions, and retirement income for life stage changes.
Tax-Aware Strategies – Consider taxes proactively in life-changing financial decisions.
Estate & Legacy Planning – Preserve wealth and protect the people and causes you care about.
Life Event & Transition Guidance – Navigate career shifts, new families, inheritances, liquidity events, or business transitions.
We emphasize structure, education, and thoughtful risk management, helping you act with confidence instead of reacting to life’s surprises or market noise.
Who We Serve
We focus on clients facing pivotal life moments: emerging professionals, growing families, business owners, and pre-retirees or retirees. Our approach is values-driven, ensuring your plan serves your life — not the other way around.
Initial consultations are complimentary, giving you a chance to explore whether a tailored advisory relationship is right for you.
Why Choose Creed Evans Financial Advisory?
Working with a financial advisor is about more than managing money — it’s about creating balance, confidence, and purpose in your financial life. The right advisor takes a holistic approach, combining financial expertise with strategies tailored to your values and goals. At Creed Evans Financial Advisory, we focus on:
Personal
Connection
Understanding your priorities, values, and goals — not just your account balances.
Structured
Strategies
Dynamic planning where strategies are reviewed and adjusted as circumstances evolve.
Well-being
Focus
Helping you reduce financial stress while supporting your broader life priorities.
Proactive
Guidance
Anticipating life events, market changes and opportunities to help you stay on track.
Accessibility
and Clarity
Being available to answer questions, explain options, and hlep you feel confident in your plan.
Trust and
Transparency
Providing clear communication on fees, services, and risks—no hidden agendas.
F.A.Q.
Find answers to commonly asked questions about our firm.
Do I need a financial advisor?
Not everyone needs a financial advisor. If you have the knowledge, time, and discipline, you can manage much of your financial life independently. Even so, an advisor can add value by offering expertise, fiduciary responsibility, and guidance through major life events or complex decisions. Advisors can help identify opportunities, coordinate tax and investment strategies, and provide objective perspective during high-stress financial decisions.
Financial planning impacts many areas of life — career, family, health, and future goals. A qualified advisor can help you see the bigger picture, aligning investments, tax planning, retirement, insurance, estate considerations, and lifestyle priorities. Initial consultations are generally offered at no cost.
Shouldn't I go with a large, established firm for advice?
Large firms can offer access to tools, software, proprietary products, and specialized teams. Smaller firms, like Creed Evans Financial Advisory, can provide advantages such as:
Personalized service – Direct interaction with your advisor, fewer layers of staff.
Relationship-focused – Emphasis on long-term planning, trust, and personal connection.
Transparency – Clear communication of fees and services.
Advice-oriented – Reduced potential conflicts of interest when the firm acts solely as your advisor.
Flexibility – Customized planning without corporate constraints.
Many firms require high minimum assets to onboard clients, but planning is valuable regardless of net worth. A financial plan can be especially important for those with debt, limited income, or other financial constraints.
We focus on helping clients define priorities, optimize available resources, and create a plan suited to their individual circumstances. Initial consultations are free to assess your situation and discuss options.
I don't have very much money, can you still help me?
Many firms require high minimum assets to onboard clients, but planning is valuable regardless of net worth. A financial plan can be especially important for those with debt, limited income, or other financial constraints.
We focus on helping clients define priorities, optimize available resources, and create a plan suited to their individual circumstances. Initial consultations are free to assess your situation and discuss options.
If your business is primarily virtual, how do we stay in touch?
Virtual meetings allow for convenience and efficiency without sacrificing personal guidance. Clients can connect via secure web or app-based video, phone, text, or email. In-person meetings are available when practical, but all communications remain direct, private, and with your advisor, without intermediaries.
From the comfort of your home, your office, your car, or a camp chair on the beach with your feet in the sand, feel free to set up a time with me, at your convenience, through my appointment page. I am available through web or app based video chatting, you can always call or text 276-708-7084 or send an email to creed@creedevansfa.com. All of these channels lead directly to me, wherever I am, with no middlemen.
How does your firm work with clients during major life events?
We support clients through a range of life changes, including retirement, marriage, expanding families, selling a business, career transitions, and other milestones. Planning is tailored to your unique circumstances, priorities, and goals, ensuring strategies evolve as your life changes.
Insights & Education
We believe financial literacy is part of a strong plan. Explore our resources to stay informed on topics spanning the financial world:
