Chris Whitcombe, CFP®, CRPC®

I’m passionate about empowering and partnering with individuals and families to become better stewards of their financial resources. In a world filled with endless financial opinions, products, and competing priorities, I believe people deserve clear, thoughtful guidance that helps cut through the noise and focus on what truly matters most to them.

Before becoming a financial advisor, I began my career as an engineer and later worked within a small family business. During that time, financial advisors often approached me to discuss investing and planning strategies. As a young investor still learning the landscape, I found myself frustrated by high-fee mutual funds and expensive insurance-based products that didn’t always seem aligned with clients’ best interests.

As life became busier and responsibilities grew, I experienced firsthand how difficult it can be to stay on top of personal finances while balancing career, family, and everyday demands. I also saw how financial stress and uncertainty were impacting people I cared deeply about. After prayerful consideration, I realized it was time to become the kind of financial advisor I would have wanted for myself and my family; someone focused on education, stewardship, transparency, and long-term relationships.

Today, I hold the Certified Financial Planner™ and Chartered Retirement Planning Counselor℠ designations and earned my master’s degree from Lehigh University. I’m committed to helping clients navigate financial decisions with confidence, clarity, and purpose while building plans that align with their values and long-term goals.