About Creed Evans Financial Advisory
"Money means different things to different people."
Our Story
Over the years, I’ve connected with people from all walks of life — from splitting ramen with backpackers in Asia, to sharing cocktails with retirees on a luxury cruise to Antarctica, to helping entrepreneurs launch businesses in the U.S. and abroad. These experiences taught me that money can represent security, freedom, opportunity, or legacy, depending on the person and the stage of life and their path through that life.
I opened my first CD at the Bank of Marion at age 11, thinking it would set me up for life. It didn’t quite set me for retirement— but it introduced me to the wonders long-term thinking and the beauty of compound interest. Later, I funded my travels and experiences primarily through investment decisions, learning firsthand how stability, flexibility, and risk intersect in real life.
These experiences led me to create Creed Evans Financial Advisory, where my goal is to help clients navigate complex life transitions with a clear, proactive and structured framework.
Our Philosophy
Financial planning should be personal, disciplined, and adaptable. Life rarely moves in a straight line — careers change, families grow, businesses are built or sold, and retirement arrives. Rather than reacting to each shift in isolation, we provide coordinated planning that evolves with your life stage and goals.
We prioritize:
Holistic Planning – Connecting investments, taxes, retirement, estate planning, and life priorities.
Education & Clarity – You understand your options and the reasoning behind each decision.
Long-Term Discipline – Decisions grounded in your values and goals, not short-term market hype.
Values-Driven Strategy – Your money supports the life you want to live.
Who We Serve
We work with clients navigating pivotal financial transitions:
Students & Emerging Professionals – Managing new income, debt, equity compensation, and career milestones.
Couples & Growing Families – Aligning finances, protecting income, planning for children, and building shared goals.
Business Owners & Liquidity Events – Planning for growth, ownership transitions, or equity payouts.
Pre-Retirees & Retirees – Shifting from accumulation to income, managing risk, and planning legacy strategies.
For full details, visit our Who We Work With page.
Connect With Us
I provide personalized, holistic financial planning, guiding clients through life’s major transitions with proactive tax, investment, and income strategies — all while prioritizing clarity, education, and well-being.
Initial consultations are free. Reach out with questions or financial decisions, and we’ll work together to create a plan tailored to your life stage and goals.
What is Creed Evans Financial Advisory all about?
Personal
Connection
I want to understand your story, values, and goals, not just your numbers.
Personalized
Strategies
I create tailored plans that reflect these goals and values, adapting as life changes.
Well-being
Focus
Beyond building wealth, I’m here to help reduce financial stress and support your peace of mind.
Proactive
Guidance
I anticipate life events, market shifts, and opportunities to keep your plan on track.
Accessibility
and Clarity
I’m available whenever you need me, to explain things simply and build confidence.
Trust and
Transparency
Clear communication on fees, services, and risks—no hidden agendas.