Awards and Industry Recognition

Financial Planning

Top 40 Under 40
2024

Barron's

Top 1,200 Financial Advisors
2025 • 2024
Top 1,500 Financial Advisors
2026

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 and Economy

A calm index, a restless market

October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Markets and Economy

Which industries are most affected by Fed rate hikes?

October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
Markets and Economy

Data centers meet democracy: The backlash to the AI buildout

October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now
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