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/.

10/15/2026

This Week: Companies Reporting Earnings

Thursday: The Charles Schwab Corporation (SCHW), Interactive Brokers Group, Inc. (IBKR), Prologis, Inc. (PLD), BNY (BNY), U.S. Bancorp (USB), The PNC Financial Services Group, Inc. (PNC), Marsh (MRSH)




Source: Zacks, October 9, 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.

10/14/2026

This Week: Companies Reporting Earnings

Wednesday: Bank of America Corporation (BAC), Morgan Stanley (MS), BlackRock (BLK), Fastenal Company (FAST)




Source: Zacks, October 9, 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.

10/13/2026

This Week: Companies Reporting Earnings

Tuesday: JPMorgan Chase & Co. (JPM), Johnson & Johnson (JNJ), UnitedHealth Group Incorporated (UNH), The Goldman Sachs Group, Inc. (GS), Wells Fargo & Company (WFC), Citigroup Inc. (C)




Source: Zacks, October 9, 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.

10/12/2026

This Week: Companies Reporting Earnings

Tuesday: JPMorgan Chase & Co. (JPM), Johnson & Johnson (JNJ), UnitedHealth Group Incorporated (UNH), The Goldman Sachs Group, Inc. (GS), Wells Fargo & Company (WFC), Citigroup Inc. (C)

Wednesday: Bank of America Corporation (BAC), Morgan Stanley (MS), BlackRock (BLK), Fastenal Company (FAST)

Thursday: The Charles Schwab Corporation (SCHW), Interactive Brokers Group, Inc. (IBKR), Prologis, Inc. (PLD), BNY (BNY), U.S. Bancorp (USB), The PNC Financial Services Group, Inc. (PNC), Marsh (MRSH)

Friday: The Travelers Companies, Inc. (TRV), Truist Financial Corporation (TFC)




Source: Zacks, October 9, 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.

10/12/2026

This Week: Key Economic Data

Tuesday: NFIB Small Business Optimism Index. Existing Home Sales. Monthly Treasury Statement and Outlays.

Wednesday: Consumer Price Index (CPI). Federal Reserve Beige Book.

Thursday: Weekly Jobless Claims. Producer Price Index (PPI). Manufacturing & Trade Inventories. Cleveland Fed President Beth Hammack speaks.

Friday: Import Prices. Industrial Production. Capacity Utilization.




Source: Investor’s Business Daily - Econoday economic calendar: October 9, 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.

When was the last time you updated your will?
10/10/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

10/07/2026

This Week: Companies Reporting Earnings

Thursday: PepsiCo, Inc. (PEP)

Friday: Delta Air Lines, Inc. (DAL)




Source: Zacks, October 2, 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.

10/05/2026

This Week: Key Economic Data

Monday: Purchasing Managers Index (PMI)—Services.

Tuesday: Trade Balance. Dallas Fed President Lorie Logan speaks.

Wednesday: Federal Open Market Committee (FOMC) Meeting Minutes. Consumer Credit.

Thursday: Weekly Jobless Claims. Monthly Wholesale Trade.

Friday: Consumer Sentiment (U. Michigan Survey). Kansas City Fed President Jeffrey Schmid speaks.




Source: Investor’s Business Daily - Econoday economic calendar: October 2, 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.

There are thousands of Exchange Traded Funds available. Should you invest in them?
10/03/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

09/30/2026

This Week: Companies Reporting Earnings

Wednesday: Micron Technology, Inc. (MU)

Thursday: Nike, Inc. (NKE)




Source: Zacks, September 25, 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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