A complete list of active advisors currently associated with Christopher Investment Advisors

Warmer can help you find a great advisor at Christopher Investment Advisors or one who fits your needs even better.

Christopher Investment Advisors is a small, fee-only investment advisory firm that provides ongoing portfolio management and financial planning to individuals, families, and businesses. Although many firms in its category primarily manage pooled or institutional assets, this firm intentionally focuses on a limited roster of individual clients, including non‑high‑net‑worth households. The firm follows a disciplined, endowment‑style approach, developing a customized investment policy for each client that emphasizes broad asset allocation, modern portfolio theory, and the use of low‑cost index funds and ETFs. Portfolios are monitored and rebalanced as needed, and investment management is integrated with financial planning in accordance with CFP Board practice standards. Compared with many peers, the firm’s service and fee menu is notably flexible: in addition to AUM‑based management and negotiated retainers, it offers hourly and project‑based planning engagements, an arrangement that is uncommon among investment managers. The practice operates as an independent, fee‑only adviser that does not take commissions or soft dollars, does not custody client assets, and places trades through independent custodians.

To learn more about the advisors currently working at Christopher Investment Advisors, 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.