Christopher  Troseth

Christopher Troseth

| CFP®

The Watchman Group, Inc.

469-241-0122

Contact Me

Fee-Only Financial Advisor serving Plano, TX area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

Visit Us

5045 Lorimar Drive
Suite 200
Plano, TX 75093

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Christopher Troseth is a Plano, TX Fee-Only Financial Planner serving Plano and all surrounding areas. The Watchman Group, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Christopher Troseth is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Chris Troseth is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 20 years of experience in the securities business. Chris works with clients to help them achieve financial independence. He partners with clients to identify and address issues in the areas of estate, retirement, tax, charitable giving, insurance and investment planning.

Prior to joining The Watchman Group Inc, Chris was the Senior Wealth Manager with a Registered Investment Advisory firm in North Texas managing $200 million in assets. He personally managed client relationships totaling $80 million in assets. Chris also held floor trading positions on the Chicago Board Options Exchange, worked as a Senior Trading Representative managing a block trading desk for Pershing Brokerage Co. and as a stockbroker for Brown & Co.  

Chris received his CFP® designation in 2001 and has passed the General Securities Representative (Series 7) and    Uniform State Law (Series 63) examinations. He enjoys soccer, tennis and mountain biking. Chris lives in McKinney with
his wife and son.
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The Watchman Group, Inc. is a fee-only investment management and fee-only financial planning firm located in Plano, Texas. As a registered investment advisor with the SEC, our primary focus is to help individuals and families who are looking for a professional perspective on the management of their financial affairs.

As a steward of our client’s assets, we serve as their trusted financial advisor and take great care in our fiduciary responsibilities. 

A fiduciary is defined as:

An individual, often in a position of authority, who is obligated to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation. 
(Merriam-Webster Dictionary)

 

As an investment advisor, we view our fiduciary responsibilities as a major differentiator between us and other firms in the investment industry. Putting you first is not only our legal creed, but an integral part of our individual values. 

Through this commitment to act in a fiduciary capacity, we strive to serve as a financial coach and educator because ultimately we want to do what is in every client’s best interest.
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