Disclosures
This page provides important disclosures regarding the Firm, its website, and advisory services
Last updated: February 27, 2026
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These documents contain important information about our business, services, and fees. Before investing in any securities, please review the risks associated with each asset class.
Cybersecurity Policy
Creed Evans Financial Advisory maintains strict principles to protect digital assets, systems, and sensitive client data. This policy covers employee and third-party responsibilities, access controls, password management, data protection, incident reporting, and cybersecurity awareness. The goal is to minimize risk, maintain compliance, and safeguard client information.
Privacy Policy
Protecting your personal and financial information is a priority. This policy explains how the Firm collects, uses, and safeguards data in compliance with applicable laws. It also outlines choices individuals have regarding their information, ensuring transparency and trust.
Business Continuity Plan or Disaster Recovery Plan
The Firm has a Business Continuity Plan (BCP) to maintain critical operations in the event of disruptions, emergencies, or disasters. This includes procedures, responsibilities, and resources to minimize downtime, protect clients, and resume normal operations efficiently. This plan is reviewed and updated periodically to ensure effectiveness.
General Disclaimer
Information on this website and related materials is for general informational purposes only and is not personalized investment, legal, or tax advice. It does not constitute an offer to buy or sell, or a recommendation regarding any security, investment product, or strategy.
- All opinions are subject to change without notice due to market, economic, legislative, or political conditions.
- Past performance is not indicative of future results.
- Investment values and income fluctuate, and redeemed shares may be worth more or less than the original cost.
- All investing involves risk, including the potential loss of principal.
- Always consult your own legal, accounting, and tax professionals before taking any action.
Disclaimer of Warranties and Liability
This website may contain inaccuracies, omissions, or typographical errors. While the Firm endeavors to maintain site integrity and security, no representations or warranties -express or implied- are made regarding the site, its servers, or any emails from the Firm. Users access materials at their own discretion and risk. The Firm shall not be liable for any damage to computer systems, loss of data, or any direct, indirect, incidental, consequential, or punitive damages arising from or related to the use of, or inability to use, this site, any delay or interruption in its availability, or any errors or omissions in its content.
External Links and Third-Party Content
The Creed Evans Financial Advisory website may contain links to content hosted on websites operated by third parties not affiliated with the Firm. The policies and practices governing such third-party websites may differ from those applicable to this site. The Firm makes no representations or warranties regarding any third-party content or websites that may be accessed directly or indirectly through this site.
Links to third-party websites are provided solely for convenience and do not constitute or imply any endorsement, sponsorship, or affiliation between the Firm and the operators of those websites, nor do they grant any license or other legal right to use any trademark, trade name, logo, or copyrighted material of the Firm or any third party. Users should review privacy policies of any linked sites.
Copyright and Limitations on Use
© 2026 Creed Evans Financial Advisory. All Rights Reserved.
All proprietary content on this website (the “Copyrighted Material”) is the property of Creed Evans Financial Advisory and is protected under United States copyright and other intellectual property laws. You may print or share the Copyrighted Material through personal, noncommercial means—such as email or approved social media sharing tools provided on select pages—solely for your own private use.
You may not publish, copy, reproduce, distribute, modify, transmit, display, or otherwise exploit any Copyrighted Material for public or commercial purposes without the Firm’s prior express written permission. Any attempt to reproduce or commercially distribute such material without authorization is strictly prohibited.
No license or right under any patent, trademark, copyright, or other intellectual property of the Firm or any third party is granted or implied by your access to or use of this website. Use of editorial or proprietary content without the Firm’s express written consent is strictly prohibited.
Regulation
Creed Evans Financial Advisory is a Virginia-registered investment advisor. Registration with the state of Virginia does not imply a certain level of skill or training. The principal is a FINRA Series 65 license holder which qualifies them to provide investment advisory services.