Christopher R. Wills, CPA, CFA, CFP

Founder & CEO

Chris joined T. Rowe Price in 1985 where he spent 20+ years serving as both a Senior Financial Officer and Lead Research Analyst. During his tenure he obtained the CFA designation.

Chris’s passion grew towards client wealth advisory and he decided to partner with a private team at Morgan Stanley. After several years with Morgan Stanley, Chris decided to go fully independent to further pursue his lifelong goals.

Chris helps clients to articulate goals and develops comprehensive financial plans to achieve those goals. Chris has developed unique proprietary risk management systems designed to reduce portfolio losses in sustained market declines while allowing for full participation in market uptrends.