About Company

Me Financial is a fee-based, state-registered investment advisory firm based in Phoenix, Arizona, led by Michelle Evard-Moses, CFP® that focuses on personalized financial planning combining Certified Financial Planner expertise, real estate experience, and alternative investment strategies. The company helps clients build diversified, tax-aware portfolios and offers services including retirement planning, investment management, tax and estate planning, education planning, and guidance on alternative assets such as real estate, hotels, self-storage, and private placements; Me Financial also produces the "Unconventional Investor" podcast, provides a secure client portal and 15-minute introductory consultations, and emphasizes practical, individualized strategies for income, growth, and asset protection.

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