Walnut Hill Advisors

Specialties

We focus on:

short term financial planning advice for a fee

on-​going financial planning and investment management on a retainer basis

ongoing comprehensive financial planning on a retainer or asset fee basis

History

Established in 2003.

After working in the financial services field since 1994, Chris started WHA in a small office in 2003. WHA has eventually grown to a firm with support staff and a team of non-​employee specialists that help provide solid counsel in the areas of :

Financial goal planning

Investment advice

Pension and 401(k) strategies

Insurance strategies

Tax strategies

Estate Planning and Asset Protection Strategies

Social Security & Medicare strategies

Meet the Business Owner

Christopher G.

Business Owner

Hi I’m Chris. I started WHA in 2003 after 9 years in traditional financial services. I believe that when your values are clear, your decisions are easy so we focus on values and goals based financial planning at WHA.

I have built a team of people that provide very comprehensive advice in traditional areas such as investment management and in increasingly important areas such as Social Security and Medicare.

I have an MS in Investment Management from Boston University Graduate School of Management, a BA from Tufts University. I also earned a certificate in Financial Planning from the College for Financial Planning in Denver and am a Retirement Management Analyst (RMA). I am also an active member of the Retirement Income Industry Association (riia​-usa​.org) — this is the boring stuff just so you know I work hard at educating myself.

In fact, I believe education is so important, I dedicate Fridays almost entirely to continuing education and learning.

Questions? Email me!