Chris Ward, CFP®

We help individuals achieve more success in their Life and Financial matters.

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EntryPoint Wealth Management Chris Ward, CFP®
Cincinnati, OH

Serving Clients Nationwide

We help individuals achieve more success in their Life and Financial matters.

Rated 5.0 out of 5
5 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Alternative Investments
  • Capital Gains
  • Estate Planning
  • Exit Planning
  • Family and Money
  • Financial Life Planning
  • Giving
  • High Net Worth
  • Inherited Wealth
  • Investing
  • Investment Management
  • Owning a Business
  • Real Estate Investing
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Side Hustles
  • Social Security
  • Taxes

About Me

Hello there — I’m Chris Ward and I would like to thank you for taking the time to learn about my Wealth Management firm. I have spent my entire life working with individuals on their financial situations. (Well, outside of working as a lifeguard during college summers.)

Early on, I worked in the family tax office reviewing tax returns and learning to manage a business at the dinner table. I joined the investment industry in April of 2005 and I have spend the last 8 years as a successful Wealth Advisor for a major brokerage firm in Cincinnati, Ohio.

I am a Husband to another Entrepreneur (Amanda), she operates a set of coffee shops in the area, and I am a father to 3 boys who are passionate about spending time in the woods, Scouting, Legos, and, of course, Xbox & iPads. We have been blessed in many ways and we are lucky to spend as much time together as we do. Currently, I serve as a leader in our Cub Scout Pack, and as a Parent Liaison on an advocacy council at Children’s Hospital.

Professionally, I was recognized in 2020 as a “Five Star Wealth Manager under 40” having been a Five Star Wealth Manager for 6 years, including 2020. I am a CERTIFIED FINANCIAL PLANNER™ achieving the designation in 2017 and a member of the XY Planning Network. I have held many brokerage securities registrations and was a licenses life & health insurance agent. I look forward to learning about you, your family, and how I might be able to use my expertise to help you achieve more.

It’s important for you to know that as a CFP®, I work as Fiduciary with all of my clients. I believe that humans act mostly in their own interests (a Freakonomics Theory) and feel that there are increasingly too many conflicts of interests in the Financial Industry. I believe that every person deserves an advisor that takes an interest in your life, listens to what is important to you, and builds a set of recommendations to support you in achieving your personal and financial goals.

By starting my own advisory firm, I feel I am best positioned to provide unbiased advice to my clients and help them achieve more successful results over their lifetimes.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

4030 Smith Road, Ste 200, Cincinnati, OH

Additional Locations

📍 7310 Turfway Road, Ste 500, Florence, KY

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

EntryPoint Wealth Management was created to help individuals achieve more success in their Life and Financial matters. We commit to provide Fiduciary Guidance and Education enabling our clients to have confidence in their actions, achieve their financial aspirations and provide peace of mind for their family.

Our goal for you is that through our partnership, we create a calm in your financial landscape enabling you to engage in the more important aspects of your life.

EntryPoint Wealth Management works with Individuals, Families, and Entities who are seeking a Highly Engaged Financial Planning Relationship. We enjoy working with clients who are seeking a high touch engagement where we will address every aspect of their Financial Life.

We believe that we do our best work when our clients consider EntryPoint as the first call to make when considering a significant question in their life.

✔️ FINANCIAL PLANNING

EntryPoint Wealth Management works with clients to organize, identify, and implement the right strategies to help you achieve more in life as well as finances. We start by listening and understanding your financial thoughts and values, and by assessing your current financial landscape. Through our time together, we start identifying areas where EntryPoint can deliver value and incorporate our approach to improve your situation.

By understanding who you are and how you have achieved your success, we are able to craft a financial plan that will be designed in your vision to enhance and build on the work you have already completed.

✔️ INVESTMENT MANAGEMENT

At EntryPoint Wealth Management, Investment Management is a core component to helping our clients achieve their financial goals. First, we evaluate our client’s risk tolerance to determine the best investment allocation to achieve your goals with the right amount of fluctuation. We consider your complete financial situation to determine the best location for the investment we intend to hold in your portfolio. Finally, we strive to discover investment ideas that will position our clients to benefit from our tactical investing strategies and the long-term growth trends of markets.

✔️ LET'S ACHIEVE MORE, TOGETHER

Our goal for you is that through our partnership, we create a calm in your financial life enabling you to engage in the more important aspects of your life.

Education

Centre College, Bachelor of Arts (B.A.), Economics

Volunteer Experience

Board Member at Cove Federal Credit Union, Edgewood, KY Board Member of Trustees at Phi Delta Theta, Frank J R Mitchell Scroll Fund, Oxford, OH Treasurer at Boys Scout Troop 805, Union, KY Assistant Football Coach at Holy Cross High School, Covington, KY

Badges

Hobbies and Interests

  • Basketball
  • Camping
  • Canoeing
  • Exercising
  • Family
  • Football
  • Golf
  • Grilling
  • Hiking
  • Traveling
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Investors
  • Living in Retirement
  • Parents
  • Physicians
  • Private Foundations & Organizations
  • Real Estate Investors
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 28, 2024
My Wife and I have been working with Chris for a number of years. He does a great job of explaining things that at first can be very difficult to understand. We are very pleased with our results during the time he has been advising us. I would without a doubt recommend him to friends and family.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Fred Cornett
Fred Cornett

Chris Ward - Securing Your Financial Goals

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 23, 2024
I highly recommend Chris Ward for all of your Financial Investment planning. He is extremely knowledgeable in all areas the industry. He makes the opportunity for wealth growth possible with such ease. Chris Ward exemplifies what it takes to make the client/Advisor Professional relationship succeed.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cynthia Moermond
Cynthia Moermond

Chris Ward

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 23, 2024
My husband (Tim) and I first met Chris through Scouting in NKY, as some of the kids went on to Boy Scouts, Chris still had little ones in Cub Scouts. He took on more and more leadership roles in Cub scouts so our paths continued to cross. Tim and I moved to Florida and we were very disappointed in our current financial advisors(no growth). Tim reached out to Chris to talk about his advisement philosophy regarding growth and retirement. Chis was open and honest, made everything easy to see and understand; total transparency. What a breath of fresh air! More importantly, we trust him and his advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for AnneMarie Caruso
AnneMarie Caruso

A very good soul Chris Ward

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 23, 2024
I was left with the responsibility of managing my husbands legacy to our family. Chris has been very attentive to this responsibility and has guided me to make big decisions. We have regular meetings. Checking in phone calls. And answers my questions big and small. He is like family to me. With Chris taking care of our estate I have one less thing to worry about.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Diana Ford
Diana Ford

Chris Ward-Entrypoint Wealth Management

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 23, 2024
Chris has worked hard to help us reach our financial goals. We appreciate his commitment and dedication. Chris has our complete trust and respect.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John Woodall
John Woodall