ABOUT THE FIRM

ABOUT THE PRESIDENT

ABOUT THE BROKER/DEALER

119 S. 7th Street 
Richmond, IN 47374
T: 800-953-8842
F: 419-793-0544
evan@crownfinancialconcepts.com

ABOUT CROWN FINANCIAL

The President. Evan Barnard has spent the past 12 years educating private investors and business owners on the basic, yet vital, principles that must be present in any sound financial situation. Mr. Barnard began his career in the financial services industry as a consultant to owners of expanding small and medium sized businesses throughout the western United States and Canada, helping them regain financial control of their companies.

In a desire to develop longer-term relationships with his clients, as well as spend more time with his family, he began a private financial planning practice with American Express Financial Advisors, Inc. In 1996 he joined one of their most successful team practices in the country, eventually providing advice on $85 million in investment assets.

He earned his business degree from Texas A & M University, subsequently serving 6 years as an infantry officer in the Marine Corps. Living and travelling extensively overseas has given him valuable perspective on foreign investing. He has lectured widely on senior and retirement issues, college financial aid planning, and basic investment concepts at numerous Indiana schools and corporations. Evan has been quoted in Indiana Business Magazine regarding his retirement planning strategies and is a frequent contributor to Senior Life . He has also served as adjunct faculty in corporate finance at Indiana University East.

Evan and his wife, Cindy, reside in Clayton, Ohio where they spend most of their personal time raising twin sons - Justin and Jordan, and a daughter, Heather.

ABOUT THE FIRM

Crown Financial Concepts was founded in 1998 in Indiana with the vision of helping our clients achieve and maintain wealth without compromising their own principles or values. Apparently our clients were eager for this type of relationship since we opened a new office in Dayton, Ohio in 2002 in order to meet the demand.  We approach planning from the perspective that an individual's financial life should be solidly aligned with their personal life. What our clients bring to the table is the personal dreams and goals they want to accomplish - retirement, college for the children or grandchildren, effective estate distribution, manage employee benefits effectively and so forth.

What we bring to the table is a unique solution to fit your needs, based on your resources, time constraints, risk tolerance and family situation. We would encourage you to take advantage of a complimentary consultation to find out how we can help establish YOUR DYNASTY!

ABOUT THE BROKER/DEALER

An important choice for any independent firm is the broker/dealer. This is the company that provides back office support and administrative services for all accounts, supervises compliance with industry regulations, assists in the due diligence in new product or service offerings, and maintains relationships with the various providers of financial products.

SICOR Securities was founded in 1985 and has an unparalleled reputation for supporting a comprehensive, values-based financial planning practice.  As a broker/dealer they also have a passion for adopting and leveraging technology which allows the advisor to devote more time to research and client contact and less to administration. If you would like to learn more about this critical part of our team please visit their website using the link above.