About Creed Evans Financial Advisory
The mission
At the heart of my approach is a simple belief: your money should support the life you want to live — not the other way around.
As a kid, I was always the last one with Halloween candy left—I rationed it carefully so it would last until the windfall of Christmas stockings came. I made my first investment at age 11 with a CD from the Bank of Marion, and, although that didn’t set me up for life like it felt like at the time, I’ve believed in the power of financial planning ever since. From the outside, some might think I throw caution to the wind, heading into the unknown without a plan or safety net. The reality is that I’ve spent years exploring my comfort zones, strengths, talents, and even my “discomfort zones.” While unconventional, I have a safety net in my finances and my abilities that fits my needs, and I fully understand its limits and possibilities.
Between years of living off investments without the comfort of a steady paycheck or benefits, and after decades of connecting with people from all walks of life, I’ve become the “money guy” for many people. I’ve helped friends and family navigate student loan repayment, avoid estate taxes on high-net-worth inheritances, plan for retirement, design trusts to protect assets, travel hack on tight budgets, escape high-interest debt, get started with investment education and decision making, and explore government programs – benefits, pensions, loan-forgiveness, insurance, and more.
What I know better than most in this industry is that money means different things to different people. There’s no one-size-fits-all plan. Every strategy we build together is tailored to your lifestyle, values, family, opportunities, risks, and yes—your hopes and dreams. My role as your advisor is to truly understand you—your values, your priorities, and what money means in the context of your life. I’m here to build a strategy that not only supports your goals today, but evolves with you as your life, ambitions, and the world around you change.
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.