Broker Check


We pride ourselves on being a partner with our clients. We do not sell products – we plan based upon the client’s individual needs. As an affiliate of Independent Advisor Alliance, a national network of independent financial advisors and wealth managers, our approach aims to be aligned with client’s needs and our viewpoints encompass their full financial picture.

We provide independent advice and do not use proprietary products. We have an open architecture philosophy that uses the most suitable investments no matter the firm. Here at Credo Financial Advisors, we use several well-known custodians that include LPL Financial, Charles Schwab and Fidelity.

Not all clients are alike, few are in fact, but every client has their own goals and needs. Thus, we feel they should not hold the same assets as the next client. We tailor each client’s investment strategy and plan to their needs and goals.

We are transparent with clients about all fees and serve as a fiduciary on managed portfolios. Clients have the option to work with us on a fee or asset basis, transactional (brokerage), or on an hourly planning basis.

Our culture is such that we strive to provide clients with unparalleled service. To those who feel they are on their own, we are here for you. Our team is available to talk with clients when they have a concern because that is why we have been hired – to be an experienced advisor and partner in pursuit of your financial goals.

At Credo Financial Advisors, we do not dictate your investment and planning philosophy. Our team holds one-on-one meetings with our clients to discuss their needs and goals. We consistently keep clients updated with allocation changes, portfolio performance as it relates to their financial goals and we work with them on their portfolios to adjust for family and life changes.

We Are Committed

To providing our clients with a distinct experience, providing guidance you can rely on. 

Contact Us