Awards and Industry Recognition

Financial Planning

Top 40 Under 40
2024

Barron's

Top 1,200 Financial Advisors
2025 • 2024

Forbes

Top Wealth Advisors Best-In-State
2025 • 2024
Top Next-Gen Wealth Advisors Best-In-State
2024
About Chris Wimpfheimer

Meet Our Team

Insights

Markets

Are we seeing irrational exuberance in the market? We don’t think so

August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Family Legacy

Insight 7: Develop a capable and committed rising generation

August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Outlook

July Jobs report highlights US job growth has slowed significantly; markets react negatively

August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
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