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
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")