Helping you achieve more.
Fee-only, fiduciary financial planning and investment management for high-net-worth individuals, families, and retirees across Greater Cincinnati and Northern Kentucky.
Share Your Financial Journey With Us
Listen. Set Goals. Create a Plan. Implement. Achieve.
At EntryPoint, we start with listening and learning about each of our clients. As fiduciary financial planners, we always act in your best interests and never earn commissions based on the decisions you make.
Financial Planning
Fiduciary guidance across income tax planning, retirement, life planning, legacy planning, and insurance — tailored to your complete financial landscape.
Learn moreInvestment Management
Diversified, low-cost portfolios built on asset allocation, tax-smart asset location, and tactical positioning aligned to your financial plan.
Learn moreFee-Only Fiduciary
We never earn commissions or revenue based on the decisions you make — our advice always reflects what is best for you.
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Meet Your Advisor
Chris Ward, CFP®
I started EntryPoint Wealth Management to help high-net-worth individuals and retirees solve their most complex financial questions through sound financial planning, tax preparation, and investment management. I've been recognized as a Five Star Wealth Manager since 2013 and hold the CERTIFIED FINANCIAL PLANNER™ designation.
I work with individuals, families, and wealthy retirees seeking a highly engaged financial planning relationship — typically clients with $2 to $10 million in assets who are retired or retiring within five years.
Proud Member Of
“My wife and I have been working with Chris for a number of years. He does a great job of explaining things that at first can be very difficult to understand. We are very pleased with our results during the time he has been advising us. I would without a doubt recommend him to friends and family.”
— Fred C., Feb. 27, 2024
Seven-Year Five Star Wealth Manager Award Winner
Frequently Asked Questions
Answers to your top questions.
As a fiduciary advisor, I offer guidance to help you put the right strategies in place so you can achieve what matters most to your lifestyle, retirement, and legacy — including income tax planning, complex tax situations, retirement, life, legacy, and insurance planning.
Latest Insights
Advice for achieving more.
Investing for Retirement Income: Creating a Distribution Plan for Your Assets
Learn how to create a sustainable retirement income plan using an endowment-style approach and dynamic spending strategy from Chris Ward, CFP®, serving Cincinnati and Northern Kentucky.
5 min read
How Energy Price Pressures Shape Inflation and Your Investment Portfolio
Rising energy prices can affect inflation, investment returns, and retirement income. See how energy exposure may fit into a diversified retirement portfolio.
4 min read
Is Your Retirement Plan Keeping Up With Inflation?
Learn how inflation can affect retirement income and purchasing power, and what investors approaching retirement can do to build a long-term retirement strategy.
4 min read
Let's Achieve More, Together.
Our goal for you is that through our partnership, we create a calm in your financial life enabling you to engage in the more important aspects of your life. Contact us today to start your financial journey.