A complete list of active advisors currently associated with Christman Financial Advisors LLC
Warmer can help you find a great advisor at Christman Financial Advisors LLC or one who fits your needs even better.
Christman Financial Advisors LLC is a small, independent, fee-only registered investment adviser that provides financial planning and investment management primarily to individual clients and families. The firm delivers services that include retirement and estate planning, tax planning, cash-flow analysis, insurance review, education funding, and investment supervisory services, and managed about $35.8 million for roughly 84 clients as of 12/31/2025. The firm uses a core, strategic asset-allocation approach built around passively managed index funds and ETFs and provides discretionary portfolio management with the option for clients to impose investment restrictions. Relationship management is documented in a client relationship system or planning software, and services range from ongoing wealth management and tax-loss harvesting to limited-scope hourly or project engagements. Distinctive features include its strictly fee-only model (no commissions or finder’s fees), multiple billing options (AUM-based and fixed-fee comprehensive arrangements, plus hourly work), and a subscription-style Financial Fundamentals program aimed at clients earlier in their wealth-building journey that can include optional investment management under the firm’s Schwab master account. The firm also participates in the Dave Ramsey SmartVestor Pro marketing program, does not accept referral fees from other professionals, and does not vote client proxies.
To learn more about the advisors currently working at Christman Financial Advisors LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Macungie, PA
| 17
|
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