A complete list of active advisors currently associated with Chrys Financial Planning, LLC

Warmer can help you find a great advisor at Chrys Financial Planning, LLC or one who fits your needs even better.

Chrys Financial Planning, LLC provides wealth management and project-based financial planning to individual and high‑net‑worth clients, delivering investment management alongside written plans that cover retirement, tax and estate planning, employee benefits optimization, education funding, insurance review, and cash‑flow and debt management. The firm reports approximately $14.7 million in discretionary assets under management across roughly 14 client relationships. The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive vehicles such as index mutual funds and ETFs for core allocations, with periodic rebalancing and quarterly account reviews; it also applies fundamental analysis and may include individual stocks, bonds, and limited option strategies as appropriate. Accounts are generally managed on a discretionary basis following an initial fact‑finding process, and the advisor coordinates with clients’ attorneys and tax professionals when implementing planning recommendations. Noteworthy features include a relatively small client roster with comparatively high assets per client, a fee‑only model that excludes commissions, and the routine offering of standalone, project‑based financial planning in addition to ongoing wealth management. The brochure also discloses the firm’s use of an institutional custodian platform that provides technology and back‑office services which support both client reporting and the firm’s operational needs.

To learn more about the advisors currently working at Chrys Financial Planning, 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.