Evoke Financial Services
Humanizing Investing: Supporting What is Important to You.
Financial Advising | Business Consulting | Investment Management
Evoke Financial Services, LLC is a boutique advisory firm based in Seattle, Washington, serving clients nationwide. Founded by Roy Hsu to operate independently and provide holistic financial advice, Evoke Financial Services, LLC caters to a diverse range of client needs, including asset management, one-time consulting, tax strategies, alternative investments, and business consulting. Roy incorporates coaching with technical expertise to create customized solutions that align with each client's unique needs. By maintaining a small client base, Roy offers deep, personalized attention to address a broad spectrum of financial concerns, extending well beyond mere investment advice.
Roy Hsu
Humanizing investing is my mission. While money can't buy happiness, it symbolizes pride and accomplishment, driving our dreams and aspirations. I recognize that financial decisions are often deeply emotional, especially during stressful times when logic may falter. This is precisely when a financial advisor can offer the most value.
Growing up in an immigrant family, I learned the value of hard work early on, starting my first job at 16. My creative journey began at Tyler School of Art, leading me to New York City. There, I spent two decades as a photographer and creative director in the digital and dot-com sectors. I founded the digital department for what is now one of the largest healthcare advertising agencies and consulted for private equity in photography-related businesses.
My transition to finance was fueled by a passion for innovation and mentoring. As an active angel investor, I mentor startups and founders, lecture at local universities, and speak at startup events. I continue to pursue my creative interests through Dragonary Ventures, LLC, a consultancy for startups. My involvement in socially impactful film productions is a testament to the financial security I achieved through diligent planning.
My career has been anything but typical. With irregular income and the need to create my own retirement plans, I mastered tax strategies and financial planning. Balancing my passions with financial stability, I embraced a philosophy I now share with my clients: to live richly. This means cherishing time with loved ones, growing businesses, and pursuing passions without financial worries.
Understanding personal finance has allowed me to explore new avenues, and I became a financial advisor to offer others the same freedom through proper planning. Retirement is just one goal; balancing needs is crucial. My goal is to help clients achieve theirs.
Just as no two pieces of art are the same, no two clients have the same financial goals. I strive to understand what is important to you and create a plan for financial security that enables you to live richly. Whether it's spending time with family and friends, building your business, or pursuing your passions, I use an established process to build customized strategies and partner with you to stay on track.
Giving back to the community is a core value of mine. I've had the privilege of being a guest lecturer at several universities, including SUNY, the University of Washington, Pacific Lutheran University, and the Fashion Institute of Technology. In the past, I served as the President of the Stock Artists Alliance, a global photography trade organization.
Additionally, I was a diversity, equity, and inclusion leader at my last firm — a cause I am deeply passionate about.
Focus Areas
Entrepreneurs
Leveraging my experience as a department head, new business lead, private equity consultant, angel investor, startup advisor, and my involvement in due diligence as a member of Keiretsu, the world's largest angel investing network, I can provide advice on the complex issues you face.
LGBT+ Finances
Navigating LGBT+ finances requires understanding unique challenges in a changing landscape. As a member of the community, I can help guide you through your specific financial needs.
Socially Conscious Investing
We can influence companies through ESG (Environmental, Social, and Governance) investments. Let's work together to make a positive impact on the world through informed, value-driven investment choices that align with your values.
Creatives/Artists/Entertainment Industry Professionals
As someone who shares your creative passions, I understand the importance of balancing long-term financial goals with artistic pursuits, allowing you to continue following your passions for a lifetime.
Career Changers
Having navigated multiple careers myself, I understand the mental and financial complexities of career transitions. My goal is to minimize stress and provide support during these pivotal life shifts.
Charitable Trusts
For those inspired to support charities and make impact investments, I can manage, introduce, and partner with organizations to fulfill your philanthropic goals that align with your values and aspirations.