Christopher Eckert, CFP, CRPS, CSRIC

For over 40 years, I have been helping investors prepare for and navigate through life's transitions. Whether its marriage or divorce, changing jobs or retirement, selling a business, or losing a loved one, these moments can present investors with tremendous opportunities or formidable challenges. Making incorrect choices could impede the journey to financial stability, whereas making sound decisions can expedite the path to financial security.

As a CERTIFIED FINANCIAL PLANNER^® professional and Senior PIM^® Portfolio Manager, I work closely with each client to create a personalized strategy that aligns with their financial goals and objectives. I recognize that every client's financial journey is unique and seek to provide the knowledge and expertise for them to make sound financial decisions at each step along the way. 

Our typical clients are business owners and executives, medical professionals, trust fiduciaries and select individuals and their families.

Why come to us?

Though most of our clients understand the investment markets, many are too busy with their careers, businesses, or families to allocate the proper resources to effectively manage their assets. They are accustomed to using advisors to help address their personal and business needs, and they value the service, financial advice and professional relationships that a financial advisor can provide.