Christopher Gardner (CFP®, MBA)

Christopher Gardner focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties


President & Wealth Advisor

Personal finance should be personal.

Hi, I’m Chris Gardner, and I have the privilege of working with a group of wonderful people that have entrusted me and my team to help them achieve their financial goals. This is a responsibility I do not take lightly. My mission in my work is not only to help people achieve financial security and independence, but to make personal finance more personal.

In 2016, Lori gave birth to our identical twin boys. Nathan and Charlie were born 15 weeks premature. As excited as I was, their grim medical condition turned my world on its head. We spent many fearful months in the Neonatal Intensive Care Unit facing life-or-death situations on what seemed like an hourly basis. This experience changed my life, and reinforced to me the importance of my role as a father, husband, and personal financial advisor. It changed the way I view helping people.

My sons are healthy, rambunctious toddlers now. But my perspective on serving you has been forever changed. I wrote about this experience in my book, “A Very Personal Finance Story,” which you can get for free here.

I would love to help you find the financial peace of mind you deserve, so you can live the life you love.

Additional Information

Chris, Lori, Austin, Areya, Charlotte, Nathan and Charlie live in Skaneateles, NY.  He loves to read, play golf, go boating, and build and grow things, but he mostly chases around his twin sons. He is blessed.

NAPFA Start Date

March 16, 2018


This Office

125 East Jefferson Streeet Suite 920 Syracuse, NY 13202 Phone: (315) 472-7045