Chris Ward

CFP®

EntryPoint Wealth Management

Owner, Sr. Wealth Advisor

Chris Ward

CFP®

EntryPoint Wealth Management

Owner, Sr. Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chris Ward, CFP®

859-203-1414

EntryPoint Wealth Management was created to help individuals achieve more success in their Life and Financial Matters.

Meet Chris Ward

Chris Ward has been helping clients as a Financial Advisor since 2005 and established EntryPoint Wealth Management as an opportunity to offer clients access to his best partnership for financial advice. As a fully integrated partner with you and your financial life, I help solve complex financial questions in the following areas:

Establishing and Implementing solutions to achieve Goals
Asset Management
Tax & Estate Planning
Insurance Analysis & Liability Assessments
Debt Management/Cash Flow Analysis
 

As a Husband and Father of 3, I recognize that the counsel I provide deals with the most important aspects of your life and your life savings. It’s my goal to make sure that through our partnership you understand that I care about you as a person, and that I make a positive influence to help you better your financial situation and achieve your goals. As a Certified Financial Planner, I am committed to acting as a Fiduciary for you and my firm is Fee-Only. This means, I will put your interests at the forefront of my advice and I will not accept any commissions or kickbacks based on my recommendations.

I look forward to the opportunity to get to know you and learn how I might be able to help you achieve more in your financial life.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Chris Ward is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Chris Ward

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Office Locations:

  • 50 E Rivercenter Blvd
    Covington, KY 41011

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