Core Values
About Us
We specialize in helping clients manage traditional, self-directed accounts and real estate.
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We believe in honesty, transparency, and building real relationships.
Our clients are more than just clients — they are people we care about and are honored to support.
As certified fiduciaries, we are committed to putting your best interests first. We welcome everyone and strive to create a space where you feel respected, understood, and valued.
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We take the time to listen, understand your goals, and provide guidance that reflects your situation.
Our goal is to offer knowledgeable, thoughtful advice with the care and personal attention you’d expect from someone who truly has your back.
We believe financial planning should feel collaborative, clear, and empowering.
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Our firm was started with a simple mission: to give people honest, thoughtful advice without being sold to.
As a woman-owned firm, we are proud to build relationships rooted in trust, integrity, and care.
We believe financial guidance should feel personal, transparent, and centered on what truly matters to each client.
Michelle Evard-Moses, CFP®
President & Owner
3003 N. Central Ave. Ste 600
Phoenix, AZ 85012
P 480.442.5816
With over 20 years of hands-on experience in alternative investments—including hotels, residential real estate, private placements, and cryptocurrency—Michelle is a recognized expert in helping clients diversify their portfolios. Her work with self-directed IRAs and other self-directed accounts gives her clients unique access to financial strategies not often seen in the marketplace that lower risk and minimize taxes.
As the owner of Me Financial for over 20 years, Michelle brings a unique blend of entrepreneurial & industry knowledge, and a passion for helping clients design a financial life they love.
She is a CERTIFIED FINANCIAL PLANNER™ and licensed Realtor® who specializes in combining alternative assets and personalized financial planning to create strategies tailored to each client’s interests, lifestyle, and beliefs.
Michelle is committed to providing honest, individualized guidance—whether you’re an entrepreneur seeking clarity and control, or simply want to be excited about your investments. She empowers clients to gain confidence and chart a path toward their goals, ensuring their financial life truly reflects where they want to go.
Originally from Kansas City, Michelle graduated from Miami University in Oxford, OH. She hosts The Unconventional Investor Podcast® and has served on many non-profit boards, been a regular on TV and radio, and appeared in numerous magazines and newspapers.
The National Association of Realtors is a global membership of Real Estate professionals that adheres to strict Code of Ethics to preserve, protect and advance the right to real property for all.
CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
WBENC Certification is the most widely recognized and respected national certification for women-owned businesses. It has been confirmed that our business is at least 51% owned, operated, and controlled by a woman or women, and has the appropriate structure and strategic business planning and implementation in place.
The FPA is the largest membership organization for financial planners in the United States. The FPA promotes professional ethics and education in the financial planning field and offers programs and benefits to help financial planners succeed, including practice support, learning, networking, and advocacy.
Listen to Our Podcast
The Unconventional Investor®