Chris Ward (CFP®)

Chris Ward focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

- Empowering Client to Achieve more in their Life and Financial matters - Establishing and Implementing Solutions to achieve your Custom Goals - Creating a path for you to achieve your best Retirement(Accumulation Phase) - Recreating a paycheck delivered on a monthly basis to Meet your Income Needs in Retirement - Finding creative ways to improve your Tax Situation

Additional Information

Hello, I’m Chris! I grew up in the tax business and started my financial advisor career in 2005. At EntryPoint, we believe that by creating an in-depth financial planning relationship and by providing investment council, we can provide you with peace of mind and help you achieve more. We provide custom in-house asset management services maximizing risk/rewards metrics and your tax situation. I would welcome the opportunity to learn how I can help you!

NAPFA Start Date

March 15, 2021

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This Office

3063 Brookwood Cir Edgewood, KY 41017-3272 Phone: (859) 203-1414