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Christina Alexis Ward

Advisor at CWM, LLC — Carlisle, PA

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Carlisle, PA 17015

CWM, LLC logo

CWM, LLC

Enterprise

Total advisors

648

Across 218 offices

Clients per advisor

81 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

Christina Ward is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at firms including Diamond Wealth Advisors, LPL Financial, Jacqueline L. Powell & Associates, Inc., and INVEST Financial Corp. Outside her advisory roles, she is the sole member of CWard Financial, LLC, an investment-related limited liability company. CWM, LLC serves a diverse client base ranging from individuals to institutional investors, offering portfolio management, financial planning, and retirement-plan services. The firm utilizes discretionary account management with model portfolios supported by an in-house Investment Committee and incorporates multiple investment approaches, third-party sub-advisors, and customization tools.

Client services

Based on CWM, LLC

Financial planning Portfolio management Selection of other advisers
Sub-advisory services for other investment advisory firms

Expertise

Based on CWM, LLC

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on CWM, LLC

Founder/Business Owner Executive

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Fee options

Fixed

fixed fee for financial planning services ranging from $500 to $25,000 or more; flat-dollar annual fee for investment management services (billed quarterly in advance)

Percentage

$0+: up to 2.50% annually $0+: up to 1.00% for sub-advisory services $0+: up to 2.00% annually for Variable Sub-Account Management Services $0+: 0.20% asset-based fee for True Wealth Financial Planning Program (minimum $3,500)

Project-based

up to $500 per hour for financial planning services

Location

See office

Carlisle, PA

1 Tyler Court

Carlisle PA 17015

Advisors at this office

5

Most active in

Pennsylvania

Work history

25 years of industry experience

Diamond Wealth Advisors

2024 - Present • 2 years

Carlisle, PA

CWM, LLC

2022 - Present • 4 years

Omaha, NE

Diamond Wealth Advisors

2020 - 2024 • 4 years

Carlisle, PA

LPL Financial

2018 - 2022 • 4 years

Carlisle, PA

Jacqueline L. Powell & Associates, Inc

2009 - 2020 • 11 years

Carlisle, PA

INVEST Financial Corp

2009 - 2018 • 9 years

Tampa, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Andrew H

Series 65

Mechanicsburg, PA

Ando Arashi

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retired Founder/Business Owner
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Rebecca N

CFP®, ChFC®

Boiling Springs, PA

Healthy Wealth

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
user avatar

Huyen N

CFP®, Series 65

Mechanicsburg, PA

Inclusive Wealth Financial Planning LLC

Huyen Nguyen is a CFP® and holds a Series 65 license, with three years of experience in financial advising. She is the sole advisor at Inclusive Wealth Financial Planning LLC and previously worked at Guiding Wealth LLC and LifeGuide Financial Advisors. Prior to her advisory career, she spent eight years at HM Health Solution - United Concordia. Inclusive Wealth Financial Planning LLC serves individual clients by offering comprehensive financial plans, project-based reviews, subscription-style planning services, and discretionary investment management. The firm employs long-term, low-cost passive investment strategies and provides regular portfolio reviews and rebalancing, with a service model that includes scheduled client check-ins during implementation support periods.

General retirement planning Income planning Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals Approaching retirement
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Thomas H

Series 65

Boiling Springs, PA

Hendrix Financial Planning

Thomas Hendrix III is the sole advisor at Hendrix Financial Planning in Boiling Springs, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sherwin-Williams and spent several years as a stay-at-home parent. Hendrix Financial Planning offers comprehensive financial planning services to individuals and high-net-worth clients, focusing on written plans that cover areas such as retirement, tax planning, and estate document review. The firm emphasizes Modern Portfolio Theory in its investment guidance, uses fixed and hourly fees rather than asset-based billing, and does not provide ongoing portfolio management or custody of client assets.

General retirement planning Roth conversion strategy Social Security optimization General tax planning
user avatar

Lawrence C

Mechanicsburg, PA

Freedom Asset Management Inc.

Lawrence Cohen is the sole advisor at Freedom Asset Management Inc. in Mechanicsburg, PA, with 17 years of industry experience. He has been with Freedom Asset Management since 2011 and is also a licensed insurance agent, selling life, accident, and health insurance as well as fixed annuities through his S-corporation. Freedom Asset Management Inc. provides investment advice and portfolio management primarily to individuals and their families, focusing on principal preservation, diversification, and tailored recommendations based on clients’ risk tolerance and financial goals. The firm operates on a non-discretionary basis and incorporates guaranteed insurance products into client solutions when appropriate.

Wealth management
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Allison K

ChFC®, Series 63

Mechanicsburg, PA

Seaside Wealth Advisors LLC

Allison Kramer is a ChFC® with four years of industry experience, currently serving as a financial advisor at Seaside Wealth Advisors LLC. She has prior experience with Northwestern Mutual Wealth Management and other financial firms. Outside of her advisory role, she is involved in online fitness coaching and competes as a professional bodybuilder with the IFBB Pro League. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients, as well as small business owners. The firm employs an active, tailored investment approach using Modern Portfolio Theory and targeted asset-allocation models, and offers specialized due-diligence services and in-house bookkeeping and tax support.

Passive / index investing Active portfolio management Real estate investing Business Financial Management Founder/Business Owner Executive
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