Who We Are

We’re more than just financial advisors. We’re a team of dedicated professionals who have chosen to specialize in this field because we are passionate about advocating for families like yours. Let us be the support system you deserve

Established 2006

About TTG Financial

A boutique Registered Investment Advisor firm founded on the principles of fiduciary care, specialized expertise, and genuine partnership with special needs families.

Fee-Only Fiduciary

No commissioned products. Always acting in your best interest.

Special Needs Focus

Specialized expertise in planning for families with loved ones with special needs.

Our Mission

To empower families with knowledge, build trust through genuine partnership, and create pathways for lifelong security. Every plan is personal because every family is unique.

Meet Jim Evans

We are not just your advisors—we are your partners on this journey. We are dedicated advocates who believe every family deserves a comprehensive plan that provides security and peace of mind. Let us walk this path with you.

ChSNC, CFP® - More Than Credentials

Professional

39+ years in financial services with specialized certifications in special needs planning

Personal

Son, Brother, Father and Grandfather who understands the heartache when people that we love are hurting and vulnerable.

"I'm more than just a financial planner. I've dedicated my practice to understanding the unique joys and challenges you face, and my mission is to provide the support and guidance you need to secure your loved one's future. I am here to be a trusted partner in this journey."

- Jim Evans, ChSNC, CFP®

Why Jim's Different

Professional Credentials

Nearly four decades of expertise, specialized certifications, and a commitment to excellence

39+ Years

Financial Services Excellence

ChSNC®

Chartered Special Needs Consultant

CFP®

Certified Financial Planner

QPA®

Qualified Pension Administrator

QKA®

Qualified 401(k) Administrator

Our Core Values

What Drives Us Every Day

These aren’t just business principles – they’re the values we live by as parents and as your partners in this journey.

Genuine Empathy

We don't just understand - we live it. Our personal journey gives us the empathy that textbooks can't teach.

Unwavering Trust

As fiduciaries, we're legally and ethically bound to always act in your family's best interest.

Excellence

Nearly four decades of experience, specialized certifications, and commitment to continuous learning.

Partnership

We're not just advisors - we're your advocates, champions, and partners for the long journey ahead.

Ready to Experience the Difference?

Let’s discuss how our values translate into personalized solutions for your family’s unique journey.