Credo Financial Advisors

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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 goals. 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/.

10/31/2026

Just entering retirement? Here's what you need to know.

10/30/2026

This Week: Companies Reporting Earnings

Friday: ExxonMobil Holdings Corporation (XOM), AbbVie Inc. (ABBV), Chevron Corporation (CVX), General Dynamics Corporation (GD)




Source: Zacks, October 23, 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.

I was thrilled to be nominated and accepted into The Association of Ohio Commodores this past saturday.  What a fantasti...
10/29/2026

I was thrilled to be nominated and accepted into The Association of Ohio Commodores this past saturday. What a fantastic organization promoting the State of Ohio in its advancement in all areas contributing to the economic growth and development of the State, and the greater prosperity of its citizens.

This Week: Companies Reporting EarningsThursday: Amazon, Inc. (AMZN), Eli Lilly and Company (LLY), Mastercard Incorporat...
10/29/2026

This Week: Companies Reporting Earnings

Thursday: Amazon, Inc. (AMZN), Eli Lilly and Company (LLY), Mastercard Incorporated (MA), Intel Corporation (INTC), Merck & Co., Inc. (MRK), Caterpillar Inc. (CAT), Sandisk Corporation (SNDK), Gilead Sciences, Inc. (GILD), Bristol Myers Squibb Company (BMY), Altria Group, Inc. (MO), Stryker Corporation (SYK), Starbucks Corporation (SBUX)




Source: Zacks, October 23, 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.

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10/28/2026

This Week: Companies Reporting Earnings

Wednesday: Alphabet Inc. (GOOG / GOOGL), Microsoft Corporation (MSFT), GE Vernova Inc. (GEV), KLA Corporation (KLAC), Amphenol Corporation (APH), T-Mobile US, Inc. (TMUS), ServiceNow, Inc. (NOW), Fortinet, Inc. (FTNT), Automatic Data Processing, Inc. (ADP), Phillips 66 (PSX), Equinix, Inc. (EQIX)




Source: Zacks, October 23, 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.

10/27/2026

This Week: Companies Reporting Earnings

Tuesday: Visa Inc. (V), The Coca-Cola Company (KO), The Boeing Company (BA), S&P Global Inc. (SPGI), Corning Inc. (GLW), HCA Healthcare, Inc. (HCA)




Source: Zacks, October 23, 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.

10/26/2026

This Week: Key Economic Data

Tuesday: Durable Goods. S&P Cotality Case-Shiller Home Price Index. New Home Sales. Consumer Confidence (Conference Board). Federal Open Market Committee (FOMC) Meeting, Day 1.

Wednesday: Trade Balance in Goods. Wholesale Inventories. Retail Inventories. FOMC Meeting, Day 2 / Fed Interest Rate Decision.

Thursday: Gross Domestic Product (GDP). Weekly Jobless Claims. Personal Consumption Expenditures (PCE) Index.

Friday: Employment Cost Index.




Source: Investor’s Business Daily - Econoday economic calendar: October 23, 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.

10/26/2026

This Week: Companies Reporting Earnings

Monday: Verizon Communications Inc. (VZ), Welltower Inc. (WELL), Cadence Design Systems, Inc. (CDNS)




Source: Zacks, October 23, 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.

What actually happens when the U.S. government shuts down?
10/24/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

10/23/2026

This Week: Companies Reporting Earnings

Friday: American Express Company (AXP)




Source: Zacks, October 16, 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.

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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