Meet The Expert
Dr. David Evans
David Evans, the Owner, Founding Principal Advisor, and Chief Compliance Officer of The Yard FC, brings a wealth of knowledge and an approachable style to the firm. With a distinguished teaching background at Ohio State University, Kansas State University, and Purdue University, David’s academic and practical expertise and experiences in offering financial advisory services have been highly commendable!
With over 20 years of experience in consumer financial behavior and money management, David excels at providing professional financial advisory services. He began his career at American Express, where he worked in the corporate card division and later in traveler’s cheque sales during the Y2K era. After the significant drop in tech stocks and the resulting economic challenges, David decided to leave AMEX and focus on achieving a bachelor’s degree from the University of Utah and a Master’s at Utah State. And then, in 2009, he achieved a PhD in Family Resource Management from Ohio State University.
David A Evans PhD
Principal AdvisorDavid took a significant step in his career and moved to Purdue University in 2010 as a state financial literacy specialist. By 2018, he took the role of a lecturer in Purdue’s financial planning program. His exposure to the field of financial planning, along with the forgiveness of his student loans in 2022, ignited a passion in him for guiding others with their finances.
After gaining experience at Pinnacle Wealth Planning Services, where he focused on managing the portfolios of high—and ultra-high-net-worth clients and excelling in a crucial role within the Trust Department, he decided to start his own fee-only registered investment advisory firm.
David focuses on ensuring that every client receives personal financial planning and advisory services so that every client’s personal financial goals are met. Whether you’re looking for financial planning for retirement or need investment planning, you’ll find that David is the personal financial advisor and planner for your unique financial needs.
David Evans is an Associate Member of NAPFA (National Association of Personal Financial Advisors) and a proud XY Planning Network member. He has been featured in Purdue University’s College of Health and Human Sciences News for his insights on financial resolutions in the article “Start the Year Off Saving: Purdue HHS Researcher Offers Strategies for Financial Resolutions.”
Additionally, he has authored and co-authored numerous scholarly articles and was spotlighted on the Huntsman World Senior Games Active Life Podcast in the episode “Financial Health—Featuring Dr. David Evans.”
David focuses on ensuring that every client receives personal financial planning and advisory services so that every client’s personal financial goals are met. Whether you’re looking for financial planning for retirement or need investment planning, you’ll find a personal financial advisor and planner for your unique financial needs.
The Fiduciary Financial Advisor You Can Rely On!
David believes in guiding his clients with unbiased financial advice without charging or collecting any referral fees or commissions. Moreover, he is dedicated to providing fiduciary financial advice which means prioritizing clients’ best interests and transparently managing unavoidable conflicts.
