Fee-Only Fiduciary Financial Advisor Serving Lehigh Valley, Bucks County & Northern Philadelphia, PA
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ACHIEVE UNCOMMON FREEDOM
I'm a Registered Investment Advisor operating under fiduciary guidelines, prioritizing your interests through objective financial planning and disciplined investment management, never sales-driven advice.
Holistic coordination of today's financial decisions to protect and grow your wealth across your lifetime and beyond, so you can enjoy life now while at the same time securing your future.
Clients gain a dedicated guide who simplifies their financial lives, advocates on their behalf, and works alongside their other trusted professionals, so they can focus on what matters most.
My Services
There are several areas that we can help families and individuals when it comes to Financial Planning and Wealth Management.
These services are oriented toward developing written strategic plans for solving specific problems and/or reaching specific goals depending on family needs.
Investing is only one component of financial planning though certainly an important one. Christman Financial creates a portfolio that blends your investment goal with your risk tolerance.
Wealth management services provides a holistic level of both planning and investment management services combined into one package.
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).
