Evan Jones, CFP
I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary financial advisor committed to giving people clarity, confidence, and peace of mind around their financial future. My approach is centered on listening first—understanding your goals, concerns, and life circumstances—so that every recommendation aligns with what truly matters to you.
I believe financial planning should feel simple and empowering, not complicated or intimidating. That’s why I take an education-first approach with every client. When you understand the reasoning behind a strategy, you’re more confident in the plan and more comfortable making decisions that support long-term success.
My work often focuses on helping pre-retirees and retirees navigate key transitions—retirement income planning, Social Security optimization, investment strategy, tax planning, and long-term care decisions. These are big milestones, and my job is to help you move through them with clarity and confidence.
I’m a Colorado native, along with my wife and two kids (and two dogs). When I’m not working with clients, you’ll find us enjoying and making the most of life in Colorado.
Monarch Financial
Monarch Financial was founded out of a desire to provide accurate, unbiased help to those who are planning their retirement, or already in retirement. With a background in financial education, Monarch Financial focuses on helping our clients understand the strategies we build and suggest. We do this by understanding our clients and their goals.
We also understand that our solutions may not be the best fit for all of the people we talk with. Spending the time up front learning and understanding our clients enables us to provide them with strategies that can help them achieve their goals in a way that makes sense for them.
Our priority is to ensure that we understand our client’s goals since there are often more goals to consider beyond simply “retiring”.
Regardless of where you are right now in your planning, if you’re looking for a financial fiduciary to assist you in your retirement planning, let’s hop on a call.
We look forward to hearing from you!