Financially Design Your Life
Learn to Invest Beyond the Stock Market: Listen to the Podcast!
Michelle Evard-Moses, CFP®
President & Owner
Your Dedicated Advisor
I'm Michelle Evard-Moses, founder of Me Financial, PLLC. My goal is to help clients invest in ways they’re excited about so they can move forward with clarity and confidence.
My unique approach combines my CERTIFIED FINANCIAL PLANNER™ certification, real estate expertise, and alternative investment strategies to help you build a well-rounded portfolio that aligns with your goals.
I provide personalized guidance and support, helping you achieve your goals, whether it's building passive income, planning for your children's education, or investing in real estate.
I'm passionate about helping people achieve financial well-being and believe everyone deserves honest, unbiased advice. Schedule a free consultation to discuss your needs and how I can help you reach your financial goals..
Why Choose
Me Financial
With a focus on passive income, clients are able to more readily be aware of what their portfolio is earning and make decisions about their retirement.
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At Me Financial, we believe building wealth doesn't have to be complex. We specialize in alternative and real estate investments, offering clients access to exciting opportunities not often seen in the marketplace.
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We prioritize client education, ensuring you understand every investment you make. This empowers you to make informed decisions and feel confident in your financial future.
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Do you feel like you watch as private equity builds the things you’re interested in?
Our goal is to bring unique and interesting investments to you - so you’re participating in private equity and learning about new businesses along the way.
Our newsletter provides information on investments not often seen in the current marketplace. We also include legal updates, credit strategies and simple tips and tricks to help you stay on top of your financial life.
Is your portfolio prepared for the transitions in your financial life?
It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.
Investment Ideas
Michelle is constantly looking for unique and income-producing investment ideas to share with you. This isn’t your boring stock, bond and insurance, think real estate investing, hotels, self-storage and more.
