Chris Ward, CFP®
We help individuals achieve more success in their Life and Financial matters.
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Serving Clients Nationwide
We help individuals achieve more success in their Life and Financial matters.
Areas of Focus
- Alternative Investments
- Capital Gains
- Estate Planning
- Exit Planning
- Family and Money
- Financial Life Planning
- Giving
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- Owning a Business
- Real Estate Investing
- Retirement Planning
- Retiring Early (F.I.R.E)
- Side Hustles
- Social Security
- Taxes
About Chris Ward, CFP®
Hello there — I’m Chris Ward and I would like to thank you for taking the time to learn about my Wealth Management firm. I have spent my entire life working with individuals on their financial situations. (Well, outside of working as a lifeguard during college summers.)Early on, I worked in the family tax office reviewing tax returns and learning to manage a business at the dinner table. I joined the investment industry in April of 2005 and I have spend the last 8 years as a successful Wealth Advisor for a major brokerage firm in Cincinnati, Ohio.
I am a Husband to another Entrepreneur (Amanda), she operates a set of coffee shops in the area, and I am a father to 3 boys who are passionate about spending time in the woods, Scouting, Legos, and, of course, Xbox & iPads. We have been blessed in many ways and we are lucky to spend as much time together as we do. Currently, I serve as a leader in our Cub Scout Pack, and as a Parent Liaison on an advocacy council at Children’s Hospital.
Professionally, I was recognized in 2020 as a “Five Star Wealth Manager under 40” having been a Five Star Wealth Manager for 6 years, including 2020. I am a CERTIFIED FINANCIAL PLANNER™ achieving the designation in 2017 and a member of the XY Planning Network. I have held many brokerage securities registrations and was a licenses life & health insurance agent. I look forward to learning about you, your family, and how I might be able to use my expertise to help you achieve more.
It’s important for you to know that as a CFP®, I work as Fiduciary with all of my clients. I believe that humans act mostly in their own interests (a Freakonomics Theory) and feel that there are increasingly too many conflicts of interests in the Financial Industry. I believe that every person deserves an advisor that takes an interest in your life, listens to what is important to you, and builds a set of recommendations to support you in achieving your personal and financial goals.
By starting my own advisory firm, I feel I am best positioned to provide unbiased advice to my clients and help them achieve more successful results over their lifetimes.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
4030 Smith Road, Ste 200, Cincinnati, OH
Additional Locations
📍 7310 Turfway Road, Ste 500, Florence, KY
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About EntryPoint Wealth Management
EntryPoint Wealth Management was created to help individuals achieve more success in their Life and Financial matters. We commit to provide Fiduciary Guidance and Education enabling our clients to have confidence in their actions, achieve their financial aspirations and provide peace of mind for their family.Our goal for you is that through our partnership, we create a calm in your financial landscape enabling you to engage in the more important aspects of your life.
EntryPoint Wealth Management works with Individuals, Families, and Entities who are seeking a Highly Engaged Financial Planning Relationship. We enjoy working with clients who are seeking a high touch engagement where we will address every aspect of their Financial Life.
We believe that we do our best work when our clients consider EntryPoint as the first call to make when considering a significant question in their life.
✔️ FINANCIAL PLANNING
EntryPoint Wealth Management works with clients to organize, identify, and implement the right strategies to help you achieve more in life as well as finances. We start by listening and understanding your financial thoughts and values, and by assessing your current financial landscape. Through our time together, we start identifying areas where EntryPoint can deliver value and incorporate our approach to improve your situation.
By understanding who you are and how you have achieved your success, we are able to craft a financial plan that will be designed in your vision to enhance and build on the work you have already completed.
✔️ INVESTMENT MANAGEMENT
At EntryPoint Wealth Management, Investment Management is a core component to helping our clients achieve their financial goals. First, we evaluate our client’s risk tolerance to determine the best investment allocation to achieve your goals with the right amount of fluctuation. We consider your complete financial situation to determine the best location for the investment we intend to hold in your portfolio. Finally, we strive to discover investment ideas that will position our clients to benefit from our tactical investing strategies and the long-term growth trends of markets.
✔️ LET'S ACHIEVE MORE, TOGETHER
Our goal for you is that through our partnership, we create a calm in your financial life enabling you to engage in the more important aspects of your life.
Education
Centre College, Bachelor of Arts (B.A.), Economics
Volunteer Experience
Board Member at Cove Federal Credit Union, Edgewood, KY Board Member of Trustees at Phi Delta Theta, Frank J R Mitchell Scroll Fund, Oxford, OH Treasurer at Boys Scout Troop 805, Union, KY Assistant Football Coach at Holy Cross High School, Covington, KY
Hobbies and Interests
- Basketball
- Camping
- Canoeing
- Exercising
- Family
- Football
- Golf
- Grilling
- Hiking
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Families
- Investors
- Living in Retirement
- Parents
- Physicians
- Private Foundations & Organizations
- Real Estate Investors
- Widow
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Very Satisfied Hourly Client
Reflections on relationship with Chris Ward
5 Stars
Chris Ward - Securing Your Financial Goals
Chris Ward
A very good soul Chris Ward
Chris Ward-Entrypoint Wealth Management
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