A qualified partner you can count on.

Sean McEvoy CFP® ChFC®

Graduated from The Ohio State University in 2002
Born and raised in Columbus Ohio

For over two decades, Sean has taken an in-depth and holistic approach to addressing his clients’ financial lives. He focuses on both sides of their balance sheets, providing management and advice on their assets as well as their liabilities.

He develops strong relationships with his clients. “I enjoy taking an active role in their lives. Their story – their dreams, goals and fears – is what creates the financial plan.”

Honesty and dependability are attributes Sean holds sacred. “My practice is built on this fundamental principle. I repeat it to my clients often. If I say I am going to do something, I am going to do it. If I don’t know the answer to a question, I will find it.”

Prior to joining LPL in September 2024, Sean was a financial advisor with Raymond James for 4 years, Ameriprise Financial for 9 years, and Fifth Third Securities for 12 years.

“I live in Upper Arlington with my wife Shawna, a special education teacher. We have three daughters, Jordan age 26, Ella age 13, and Eve who is 8. I enjoy fishing at our family’s lake house in Canada, coaching Ella in soccer and playing with our silver lab Scarlet. I am a big fan of Ohio State – go Bucks!”