ACHIEVE UNCOMMON FREEDOM


Let me help you take control of your finances so that you can “Acheive Uncommon Freedom”.

At Christman Financial Advisors LLC my mission is to help you “ACHIEVE UNCOMMON FREEDOM”.  To help build, manage, preserve and protect your wealth for generations through first objective planning and then the management of investment assets.  I’m a Registered Investment Advisor and operate under the Fiduciary guidelines, placing your interests first, act with integrity and honesty, and strive for excellence in every facet of my practice.

Clients of Christman Financial Advisors share in the realization that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow while still enjoying the fruits of their labor today.  Clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a long-term relationship. They are highly motivated to work with a fiduciary advisor and not a sales representative (functionary).  They understand the value of planning and appreciate that someone is looking out for their secure future while they attend soccer games, plays and the normal activities of their daily lives.

At Christman Financial Advisors, clients seek to partner with a professional financial planner who is their guide, who delivers discipline over promises of great investment returns, and who is an advocate for them and coordinates that advocacy with the other professionals in their lives.

Functionary (sales rep / broker) vs. Fiduciary (RIA)

Which one do YOU want to work with?

Completes the task vs. Owns the result

Other-directed vs. Self directed

Narrow focus vs. Big picture

Delivers information vs. Advises and consults

Responds to needs vs. Anticipates needs

Adequate skill vs. exceptional skill

Low service vs. High service

Low level thinking vs. High level thinking

Meets expectations vs. Exceeds expectations

Replaceable vs. Irreplaceable

Sells a product vs. Provides advice

Why Choose Fee-Only Financial Planning?

It’s very simple – as a fiduciary and fee-only financial planning firm, I put your needs first. I don’t sell any products or receive any commissions, referral fees or kick-backs. I act as a Fiduciary and only make recommendations that are in YOUR best interest.

Fee-only planning eliminates any confusion about what the financial planner gets paid, and instead puts the focus on providing top-notch services.  You will never be pressured into an approach that may not fit your needs.

Fee-only financial planning also allows me to look at your entire financial picture and make recommendations based on your needs.

This flexibility allows me to assist clients as their lives and circumstances change. You as the Client also know what the actual fee will be for the next year vs. fluctuating fees based on assets under management (AUM).

Are you ready to see how fee-only financial planning can work for you?

Your Team

Christman Financial Advisors believes in, and utilizes a team approach. Your team includes at the TOP, YOU the Client.

 

Ethics

These Code of Ethics’ Principles express the profession’s recognition of its responsibilities to the public, to clients, to colleagues and to employers.

Fees

CHRISTMAN FINANCIAL ADVISORS LLC acts as a fee only firm. There are two ways of entering into an agreement which are listed below.

 

Location

The office is located in the Lehigh Valley, Pennsylvania.Phone number: 610-349-6307 | Email: Lew@christmanfinancialadvisors.com

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How We Can Help


There are several areas that we can help families and individuals when it comes to Financial Planning and Wealth Management.

Financial Planning


These services are oriented toward developing written strategic plans for solving specific problems and/or reaching specific goals depending on family needs.

Investment Advice


Investing is only one component of financial planning though certainly an important one. Christman Financial Advisors allocates assets among

Wealth Management


Wealth management services provides a holistic level of planning and investment management. The following services are provided:

About Us


A: Lehigh Valley, Pennsylvania.
T: 610-349-6307

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Financial Planning & Wealth Management