A complete list of active advisors currently associated with Christian Curry Batchelder, CFP

Warmer can help you find a great advisor at Christian Curry Batchelder, CFP or one who fits your needs even better.

The firm serves individuals, families, personal trusts and estates and provides comprehensive financial planning and ongoing discretionary investment management. It operates as a fee‑only advisor and implements tailored asset allocations and portfolio oversight for client accounts. The firm follows a proprietary, high‑touch service model that emphasizes discovery, manager selection, and continuous monitoring, typically placing client assets in diversified mutual funds selected for qualitative and quantitative factors. Its planning process explicitly addresses behavioral and emotional aspects of money, including attitudes toward wealth and legacy, alongside conventional analyses of net worth, cash flow, taxes, and risk tolerance. Distinctive features include a relatively small client roster (around 30 households) with approximately $96 million in discretionary assets, and the firm does not serve individual clients who are not high‑net‑worth. The firm also requires clients to custody accounts with its recommended custodian and to grant limited trading authority, and it has operated continuously since the early 1990s.

To learn more about the advisors currently working at Christian Curry Batchelder, CFP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.