Helping you achieve more.

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. 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 am proud of my firm's growth and evolution into one of the best investment advisory firms in Cincinnati. 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.