Chris Horan, CFP, R.F.P.

Senior Financial Advisor

With over 30 years’ successful investment experience, Chris offers clients a rare combination of knowledge, expertise, and integrity.


Chris is the trusted financial advisor to about 100 families, including senior people in the financial and investment industry. “People in the investment industry have seen my work over the years, they know that I do good work, and they refer their family and friends to me.”


There are two components to successful investing over time. The first, having an intelligent portfolio of good investments, is one thing. The second, and far more important, is behavioral: how we navigate through the fashions and fears that periodically dominate popular thinking.

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