Chris Goles Email & Phone Number

After over 33 years in this industry, I’m happy to have founded a firm focused exclusively on the needs of my current and future clients, without influence from a larger corporation, focused on its needs first. I’ve built a successful practice acting as a true partner, to address any and all financial issues. With my founding partner Kate DeHart, and the support of Raymond James Financial Services, we are confident that we can provide creative, thoughtful solutions, individualized for the unique needs of each and everyone of our clients. We pride ourselves on thinking outside the box, understanding the risks and rewards of financial decisions, including investments, risk protection, tax efficiency, and wealth transfer. We intentionally focus on a small number of clients, deeply diving into each of their needs rather than providing cookie-cutter solutions. In addition, we have created a multi generational firm, with associates of different experience and maturity to help every family member whether they are just starting out their professional careers or already enjoying retirement. We deeply enjoy what we do, taking the burden of navigating the intricacies of the financial world away from our clients and onto our shoulders as their partners.

Listed skills include Financial Advisory, Wealth Management, Portfolio Management, Mutual Funds, and 16 others.