Hello there — I’m Chris Ward, and I would like to thank you for taking the time to learn about my Wealth Management firm. Early on, I worked in the family tax office reviewing tax returns and learning to manage a business at the dinner table. I joined the Financial industry in April of 2005, and ended my time as a corporate employee with eight years as a successful Wealth Advisor at Charles Schwab (2012-2020). During the pandemic, I decided to start my own firm dedicated to helping high-net-worth individuals solve their complex financial questions through sound Financial Planning, Tax Preparation, and Investment Management.

I am a husband to another entrepreneur (Amanda), who operates coffee shops in the area, and I am a father to 3 boys who are passionate about spending time in the woods, scouting, Legos, and technology (gaming, computers, and 3D printers). We are blessed in many ways, and we are lucky to spend as much time together as we do. Currently, I volunteer through the following roles: I serve as a Board Member for Cove Federal Credit Union, as a leader in our Boy Scout Troop, and as a Trustee for the Phi Delta Theta Mitchell Fund.

Professionally, I was recognized in 2020 as a “Five Star Wealth Manager under 40,” and I have been consistently recognized as a Five Star Wealth Manager since 2013. I am a CERTIFIED FINANCIAL PLANNER™, achieving the designation in 2017. I joined XY Planning Network and the National Association of Personal Financial Advisors in 2021, two trade associations dedicated to advancing fee-only client relationships. I have held many brokerage securities registrations and was a licensed life & health insurance agent at one point.

I am proud of my firm’s growth and evolution into one of the best Investment Advisory firms in Cincinnati. We are committed to providing the highest level of client engagement, helping them find solutions to their most significant life concerns. I often get into complex conversations about Retirement Strategies, including Social Security & Medicare Enrollment, Net Unrealized Appreciation (Frank Duke Method), and Retirement Cash Flow. Additionally, I consult on Business Exits, 1031 Real Estate Exchanges, and Complex Investment Strategies. EntryPoint is growing and accepting new clients – I produce monthly commentary on Portfolio Management decisions and financial planning topics. In fact, I have recently been asked to make a number of TV appearances.