Michelle E. Moses

ME FINANCIAL, PLLC | President & Owner

Phoenix, AZ 85012

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CRD#: 4836249

Professional summary

Michelle Evard Moses, CFP®, who also goes by Michele Evard, Michelle Lynn Evard, Michelle Evard, Michelle Lynn Moses, is a registered financial advisor currently at ME FINANCIAL, PLLC located in Phoenix, Arizona.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michelle has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Biography

I’m Michelle Evard-Moses, CFP® professional, the founder of Me Financial. I formed my business because I saw how confused people were with their finances. I wanted to create a place where they could get honest, personalized advice, without being sold to. 

Much of what I do is helping people achieve what they want and feel financially fulfilled. 

I enjoy investing outside of the stock market. For this reason, real estate and alternative investments are often utilized. Everything from hotels, self-storage to residential real estate. 

I’m originally from Kansas City and graduated from Miami University in Oxford, OH. I hold my CERTIFIED FINANCIAL PLANNER ™ certification and am a licensed REALTOR®. I host the Me Financial Podcast and have served on many non-profit boards, been a regular on TV and radio, and appeared in numerous magazines and newspapers.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michele Evard | Michelle Lynn Evard | Michelle Evard | Michelle Lynn Moses

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Evard Moses's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

March 16, 2007 - Present

ME FINANCIAL, PLLC

Office #1: 3033 N. Central Ave. #640, Phoenix, AZ 85012

RIA

CRD#: 143070

Phoenix, AZ

Past

August 11, 2025 - December 2, 2025

INNOVATIVE ADVISORY GROUP

RIA

CRD#: 146618

Phoenix, AZ

Past

March 11, 2008 - April 24, 2009

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

PHOENIX, AZ

Past

September 22, 2005 - April 3, 2007

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

PHOENIX, AZ

Past

August 16, 2004 - April 24, 2009

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(3/16/2007)

IAR

Missouri
(1/31/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/13/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/17/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/23/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/13/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ME FINANCIAL, PLLC

EVARD FINANCIAL ADVISORS, PLLC | MICHELLE EVARD FINANCIAL SERVICES, PLLC | MICHELLE EVARD ADVISORY SERVICES, PLLC | ME FINANCIAL, PLLC | ME FINANCIAL LLC

CRD#: 143070 / SEC#:

Arizona

Registered Investment Advisory firm - (3/16/2007 Approved)

Missouri

Registered Investment Advisory firm - (1/31/2017 Approved)

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Contact information

Main Address

3033 N. Central Ave. #640, Phoenix, AZ 85012

Mailing Address

Phone number

(480) 442-5816

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	81
AUM (Assets Under Management)	$ 18,500,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Michelle E. Moses

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Evard Moses's CRS (Customer Relationship Summary).

Certified licenses

Experience

INNOVATIVE ADVISORY GROUP

ON INVESTMENT MANAGEMENT CO

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 6/13/2005

Series 63

Date: 8/17/2004

Series 7

Date: 3/23/2005

Series 6

Date: 8/13/2004

Current Firm

ME FINANCIAL, PLLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ME FINANCIAL, PLLC

TRUST BUT VERIFY

Contact information

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