Chris Hostetler (CDAA™, CFP®, CRPS)

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

  • Charitable Giving
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Tax Planning

Additional Information

I love being a part of the big events in my clients' lives, supporting them during hard times and cheering them on when things are going their way! As an advisor since 2006 I have helped people navigate many personal life events, as well as global financial challenges. My clients are mostly individuals with high net worth - if I can help them simplify and do more with their money, I know I've done my job! Our firm's vision is to help you live the life of your dreams, make wise decisions with confidence, and better the world around you.

NAPFA Start Date

August 01, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6340 Quadrangle Drive, Suite 100 Chapel Hill, NC 27517 Phone: (919) 401-1500