Christopher Troseth

CFP®

The Watchman Group, Inc.

Financial Advisor

Christopher Troseth

CFP®

The Watchman Group, Inc.

Financial Advisor

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

Fee-Only financial planner located in Plano, TX, serving clients locally and across the country

Christopher Troseth is a Plano, TX fee-only financial planner. The Watchman Group, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christopher Troseth is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.

Christopher Troseth is a Member of the National Association of Personal Financial Advisors

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

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
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.

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Christopher Troseth

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Office Locations:

  • 5045 Lorimar Drive
    Suite 200
    Plano, TX 75093

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