Sue Peck

CFP®

Evolution Financial LLC

Founder & President

Sue Peck

CFP®

Evolution Financial LLC

Founder & President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sue Peck, CFP®

(608) 229-1335

Fee-Only financial planner located in Madison, WI, serving clients locally and across the country

Meet Sue Peck

Sue Peck is a fee-only financial advisor at Evolution Financial LLC, located in Madison, WI. 

Sue provides fee-only comprehensive financial planning and investment management for people of all backgrounds who aspire to live their best lives now and in the future.

She is also a fiduciary. A fiduciary is, as defined on Investopedia: a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being ethically bound to act in the other's best interests.

Sue's goal is to help you transition through the various stages and changes life has to offer, or might throw your way. I'm here to help you navigate your budget, investments, retirement planning, tax planning, family changes, career changes, and charitable intentions. I'm here to truly listen to you and discuss your goals and concerns, and help you manage any risks that might hinder your progress.

Sue Peck is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Susan Peck is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Sue Peck

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Office Locations:

  • 2701 International Ln
    Ste 203
    Madison, WI 53704

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