Hello there — I’m Chris Ward and I would like to thank you for taking the time to learn about my Wealth Management firm. I have spent my entire life working with individuals on their financial situations. (Well, outside of working as a lifeguard during college summers.) 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 investment industry in April of 2005 and I have spend the last 8 years as a successful Wealth Advisor for a major brokerage firm in Cincinnati, Ohio.

I am a Husband to another Entrepreneur (Amanda), she operates a set of 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, of course, Xbox & iPads. We have been blessed in many ways and we are lucky to spend as much time together as we do. Currently, I serve as a leader in our Cub Scout Pack, and as a Parent Liaison on an advocacy council at Children’s Hospital.

Professionally, I was recognized in 2020 as a “Five Star Wealth Manager under 40” having been a Five Star Wealth Manager for 6 years, including 2020. I am a CERTIFIED FINANCIAL PLANNER™ achieving the designation in 2017 and a member of the XY Planning Network. I have held many brokerage securities registrations and was a licenses life & health insurance agent. I look forward to learning about you, your family, and how I might be able to use my expertise to help you achieve more.

It’s important for you to know that as a CFP®, I work as Fiduciary with all of my clients. I believe that humans act mostly in their own interests (a Freakonomics Theory) and feel that there are increasingly too many conflicts of interests in the Financial Industry. I believe that every person deserves an advisor that takes an interest in your life, listens to what is important to you, and builds a set of recommendations to support you in achieving your personal and financial goals. By starting my own advisory firm, I feel I am best positioned to provide unbiased advice to my clients and help them achieve more successful results over their lifetimes.