Credo Financial Advisors

Credo Financial Advisors WHY CREDO? – CREDO IS LATIN FOR "I BELIEVE." Our belief is everyone should have a personalized financial plan.

At Credo Financial Advisors, we start by dedicating time to understanding what is important to each of our clients. We consider their financial fears and goals in order to develop a customized strategy, to fit your needs. Chad Tom and Wayne Wycoff assess risk tolerance and proper allocation among different asset classes before building portfolios that are tailored to suit our individual client’s g

oals. Our team monitors asset allocation for changes that need to be made rather than making changes to show activity. We work directly with our clients, their CPAs and attorneys to create a plan to help minimize taxes and maximize the amount that they keep or leave to their heirs. Chad and Wayne can work as part of our client’s integrated team of investment professionals, offering services that include tax planning, estate planning and investment planning. We work with our clients to provide a highly-customized, in-depth financial plan to address their particular needs. Securities offered through LPL Financial, Member FINRA/SIPC www.sipc.org/www.finra.org. Credo Financial Advisors is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to the accuracy of completeness. For a list of states in which we are registered to do business, please visit https://www.credofinancialadvisors.com/.

You face sequence of returns risk. Know what it is?
09/05/2026

You face sequence of returns risk. Know what it is?

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09/01/2026

This Week: Companies Reporting Earnings

Tuesday: Dell Technologies Inc. (DELL), Palo Alto Networks, Inc. (PANW), Medtronic (MDT)

Wednesday: Broadcom Inc. (AVGO), Snowflake Inc. (SNOW), Hewlett-Packard Enterprise Company (HPE)

Thursday: Ciena Corporation (CIEN)




Source: Zacks, August 28, 2026. Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your goals, time horizon, and risk tolerance. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Companies may reschedule their earnings reports without notice.

Source: Zacks, August 28, 2026. Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your goals, time horizon, and risk tolerance. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Companies may reschedule their earnings reports without notice.

08/31/2026

This Week: Key Economic Data

Tuesday: Purchasing Managers Index (PMI)—Manufacturing. Construction Spending. Job Openings & Labor Turnover Survey.

Wednesday: ADP National Employment Report (private sector). Factory Orders. Federal Reserve Beige Book.

Thursday: Trade Balance. Weekly Jobless Claims. Purchasing Managers Index (PMI)—Services. Fed speeches, ‘Connecting Communities’ online event: Beth Hammack (Cleveland), Austan Goolsbee (Chicago).

Friday: U.S. Employment Report.




Source: Investor’s Business Daily - Econoday economic calendar: August 28, 2026.
The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The content is developed from sources believed to provide accurate information. The forecasts or forward-looking statements are based on assumptions and may not materialize. The forecasts are also subject to revision.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
08/29/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

08/25/2026

This Week: Companies Reporting Earnings

Tuesday: Intuit Inc. (INTU)

Wednesday: Nvidia Corporation (NVDA), CrowdStrike (CRWD), Salesforce, Inc. (CRM), Synopsys, Inc. (SNPS)

Thursday: Marvell Technology, Inc. (MRVL), Autodesk, Inc. (ADSK)




Source: Zacks, August 21, 2026. Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your goals, time horizon, and risk tolerance. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Companies may reschedule their earnings reports without notice.

08/24/2026

This Week: Key Economic Data

Tuesday: S&P Cotality Case-Shiller Home Price Index. New Home Sales. Consumer Confidence (Conference Board).

Wednesday: Durable Goods. Gross Domestic Product (GDP), 2nd estimate. Personal Consumption Expenditures (PCE) Index.

Thursday: Weekly Jobless Claims. Trade Balance in Goods. Wholesale Inventories. Retail Inventories.

Friday: Consumer Sentiment (U. Michigan).




Source: Investor’s Business Daily - Econoday economic calendar: August 21, 2026. The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The content is developed from sources believed to provide accurate information. The forecasts or forward-looking statements are based on assumptions and may not materialize. The forecasts are also subject to revision.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
08/22/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

08/18/2026

This Week: Companies Reporting Earnings

Tuesday: The Home Depot, Inc. (HD), Keysight Technologies Inc. (KEYS)

Wednesday: Analog Devices, Inc. (ADI), The TJX Companies, Inc. (TJX), Lowe’s Companies, Inc. (LOW), Target Corporation (TGT)

Thursday: Walmart Inc. (WMT), Deere & Company (DE), Ross Stores, Inc. (ROST)




Source: Zacks, August 14, 2026. Companies mentioned are for informational purposes only. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your goals, time horizon, and risk tolerance. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Companies may reschedule their earnings reports without notice.

08/17/2026

This Week: Key Economic Data

Monday: NAHB Housing Market Index.

Tuesday: Housing Starts. Import Prices. Industrial Production. Capacity Utilization. Pending Home Sales.

Wednesday: Fed Meeting Minutes from July published.

Thursday: Weekly Jobless Claims. Leading Indicators.

Friday: Purchasing Managers Index (PMI)—Manufacturing. PMI—Services.




Source: Investor’s Business Daily - Econoday economic calendar: August 14, 2026.
The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. The content is developed from sources believed to provide accurate information. The forecasts or forward-looking statements are based on assumptions and may not materialize. The forecasts are also subject to revision.

Address

3596 Maple Avenue, Ste A
Zanesville, OH
43701

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4am
Wednesday 9am - 4pm
Thursday 9am - 4am
Friday 9am - 4pm

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