Raised in the Midwest, Michelle Evard, CFP® is no stranger to the value of hard work and commitment to those around her. These characteristics, combined with a real zest for living, are at the core of her holistic approach to serving clients.
Michelle began her own practice to change peoples' lives and was fascinated by the relationship they had with money. Her vast knowledge about emotions and money and her quest for good, honest advice inspired her to open her own practice. A practice where people could trust their advisor and not expect to be sold to. She truly has her clients' best interests at heart, and seeks to nurture and grow their wealth. She'll explain what you need to know, in depth, and in terms you can understand.
Whether you're in need of financial planning, organizing your estate, setting up an education plan for your kids or other financial services, you can trust Michelle Evard to keep your best interests at heart.
Michelle Evard, CFP® is a graduate of Miami University (Oxford, OH), a Registered Representative of The O.N. Equity Sales Company, an Investment Advisor Representative of Evard & Associates Financial Advisors, PLLC, an Investment Advisory firm registered with the state of Arizona and a CFP® designee.