Evan Anthony | Financial Advisor

As a Financial Advisor with Shoemaker Financial, I help individuals and families make informed financial decisions and create strategies designed to support their long-term goals. Whether you're building wealth, growing your family, preparing for retirement, or navigating a major life transition, my goal is to provide clear guidance and personalized financial planning that helps you move forward with confidence.

I am especially passionate about helping young professionals establish a strong financial foundation, growing families balance competing priorities, and pre-retirees prepare for the next chapter of life. From budgeting and saving to retirement planning, college funding, insurance planning, and investment management, I enjoy helping clients create a roadmap that aligns with their goals and values.

My planning process is holistic and built around understanding the complete picture of a client's financial life. Rather than focusing on a single goal, I consider factors such as family needs, retirement objectives, risk tolerance, long-term priorities, and overall financial well-being. I believe financial success is built through intentional decisions, consistent habits, and a strategy that evolves as life changes.

I joined Shoemaker Financial in 2025 after earning a Bachelor of Science in Business Administration in Finance from the University of Tennessee at Chattanooga. I hold my Series 7 and Series 66 securities licenses, as well as my Life Insurance license.

Outside the Office

When I'm not working with clients, you'll likely find me coaching with the Christian Brothers High School youth wrestling program. Coaching has given me the opportunity to mentor young athletes, teach discipline and perseverance, and invest in the development of the next generation, values that also influence the way I approach serving clients.

Frequently Asked Questions

Do you work with young professionals?

Absolutely. I enjoy helping young professionals build a strong financial foundation through budgeting, saving, investing, retirement planning, and long-term wealth-building strategies. Getting started early can create opportunities and flexibility later in life, and I enjoy helping clients develop habits that support their future goals.

How can growing families balance competing financial priorities?

Many families are trying to manage several goals at once, including saving for retirement, planning for college expenses, maintaining adequate insurance coverage, and navigating everyday financial responsibilities. Creating a coordinated financial plan can help ensure those priorities work together instead of competing against one another.

What should I be doing if retirement is only a few years away?

As retirement approaches, it's important to evaluate income needs, investment allocations, retirement savings, healthcare considerations, and long-term goals. I work with pre-retirees to develop retirement income strategies and create a plan designed to help them transition into retirement with confidence.

What financial planning services do you provide?

I provide comprehensive financial planning and investment management services, including retirement planning, investment management, estate planning, wealth transfer strategies, college planning, insurance planning, and business succession planning.

What can clients expect when working with you?

Clients can expect a personalized and collaborative planning experience. My goal is to help clients understand their options, feel confident in the decisions they make, and know they have a trusted partner helping them navigate important financial decisions. This approach is built on communication, education, and long-term relationships.

Why is comprehensive financial planning important?

Financial decisions rarely exist in isolation. Investment choices, retirement planning, insurance coverage, tax considerations, family goals, and estate planning are often interconnected. A comprehensive financial plan helps ensure all areas are working together toward the outcomes that matter most to you.