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Christopher Robert Madel

Advisor at Chadds Ford Wealth Partners, LLC — Lebanon, KY

Updated today

Credentials

CFA®, Series 63

Experience

7 years

Location

Lebanon, KY

Chadds Ford Wealth Partners, LLC logo

Chadds Ford Wealth Partners, LLC

Team

Total advisors

2

Across 2 offices

Clients per advisor

30 Very Low

Avg AUM per client

$18,403,144 Very High

HNW client ratio

82% Very High

About

Christopher Madel is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Company from 1998 to 2017. Between 2017 and 2019, he was retired. Chadds Ford Wealth Partners is an employee-owned firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers comprehensive wealth management and advisory services, employing customized investment strategies that include equities, fixed income, and alternatives, while incorporating ESG preferences through independent research providers.

Client services

Based on Chadds Ford Wealth Partners, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Chadds Ford Wealth Partners, LLC

Wealth management Private / alternative investments ESG / Sustainable investing

Occupation focus

Based on Chadds Ford Wealth Partners, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees ranging from $2,500 to $25,000 for financial planning and consulting

Percentage

$0 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.45% $10,000,000 - $20,000,000: 0.20% $20,000,000+: Negotiable

Project-based

$250 to $500 per hour for financial planning and consulting services

Other

Account minimum: $1,000,000 Minimum fee: $5,000 annual minimum fee Fee-only: Fixed fees from $2,500 to $25,000 for financial planning and consulting services

Location

See office

Lebanon, KY

Lebanon KY

Advisors at this office

1

Most active in

Kentucky · Pennsylvania

Work history

7 years of industry experience

Chadds Ford Wealth Partners, LLC

2019 - Present • 7 years

Chadds Ford, PA

RETIRED

2017 - 2019 • 2 years

Thornton, PA

Wilmington Trust Company

1998 - 2017 • 19 years

Wilmington, NC

Disclosures

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

Business activities & affiliations

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Charles W

Series 63, Series 66

Lebanon, KY

Creative Financial Designs, Inc.

Charles White is a financial advisor at Creative Financial Designs, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Financial Designs since 2008. Additionally, he serves as a consultant-CPA with White and Company PSC, providing support on an as-needed basis. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm utilizes asset-class model allocations across five risk objectives and offers Biblically Responsible Investing strategies alongside various implementation features.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Charles C

Series 66

Springfield, KY

Truist Advisory Services

Charles Curtsinger is a financial advisor at Truist Advisory Services with five years of industry experience. He holds the Series 66 designation and previously worked at KT Black Services for seventeen years before joining Truist Bank and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive

Adam P

CFP®, Series 63, Series 66

Lebanon, KY

Edward Jones

Adam Poff is a financial advisor with Edward Jones in Lebanon, KY, holding CFP®, Series 63, and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Poff manages a farming business raising sheep, cattle, and chickens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David W

Series 65, Series 66

Lebanon, KY

LPL Financial

David Winebrenner Jr. is a financial advisor with LPL Financial in Lebanon, KY, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with Cetera Advisor Networks LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of strategies implemented by its network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Brandon T

Series 66

Springfield, KY

Edward Jones

Brandon Taylor is a financial advisor at Edward Jones in Springfield, KY, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Marriott for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, supporting approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Dylan C

Series 65, Series 66

Lebanon, KY

LPL Financial

Dylan Cambron is an advisor with LPL Financial holding Series 65 and Series 66 credentials. He has been in the industry since 2025, with prior experience including self-employment and roles at Winebrenner Financial Services and Meadowlark Outdoor Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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