Chris Wiethe, CFP®, has been in the financial services industry for over 12 years.  During his time in the industry, he has worked with over 1,000 clients and has seen a wide variety of situations.  Pulling from those experiences, while providing products and services held to a Fiduciary standard for you and your family, you can rest assured that you are in good hands.

Our financial planning process follows the CERTIFIED FINANCIAL PLANNER® process to understand your personal and financial circumstance to then analyze, develop, deliver, and monitor your personalized financial plan.

We are not CPA's or Accountants and we are not able to provide you with tax filing services. We always encourage clients to work with a tax preparer to confirm questions around your current tax situation.

We are, however, able to have conversations around what types of investment accounts you are eligible to use and how those accounts can impact your taxes. 

We offer a range of services for both individuals, families, and small business owners.  Check out our Financial Planning Services page for more information!

From the first conversation, our goal is to to make sure you have clear expecations so you know what to expect every step of the way.  See what the financial planning process with us is like on our Financial Planning Process page. 

Clients have a number of different ways they can work with our advisors.  Clients have the option to engage our advisors as a one-time financial planning fee, an on-going financial planning subscription, or through an investment management fee.  

There may be other instances in which our advisors are compensated, such as assisting with a 1031 exchange or earnings commissions on insurance products.  

We have the ability to utilize one of the following 3 custodians: 

Charles Schwab, Fidelity, or Pershing

If you already have an account at one of the above, then we can work with you without needing to transfer funds at all.  Making the process even easier!