Christopher Clepp
Helping Gen X and Gen Y Business Owners Make Smart Financial Decisions.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Helping Gen X and Gen Y Business Owners Make Smart Financial Decisions.
Areas of Focus
- Exit Planning
- Financial Life Planning
- Money Psychology
- Owning a Business
- Taxes
About Christopher Clepp
Hello, I'm Christopher Clepp, a Chicago native, father to three amazing kids, and a dedicated wealth management advisor with nearly 23 years of experience in the financial services industry.Why Should You Work With Me?
I specialize in working with Gen X & Gen Y business owners as well as HENRYs (High Earner Not Rich Yet) because I'm not just in the business of managing assets; I'm in the business of enriching lives. I believe in the value of strategic financial planning to achieve not just financial security but also personal growth and satisfaction.
More Than Just Stocks & Mutual Funds
I understand that financial stability is an integral part of living a fulfilling life, and I aim to guide my clients through the complexities of personal and business finance. My approach goes beyond merely picking stocks or mutual funds; I focus on holistic wealth management through my unique "Abundant Wealth Process". This comprehensive strategy is designed to align your finances with your life goals, make intelligent financial decisions, and proactively manage the associated risks and tax implications.
Let's Make Your Life Abundant
I get it; you want less stress, more free time, and to keep more of your hard-earned money when tax season comes around. My mission is to help you achieve all three. By applying my expertise to your unique situation, we'll develop a tailored financial plan that works for you, both professionally and personally.
Personal Touch
When I'm not in the office, you'll find me spending quality time with my wife, Katie, and our children. As a committed father, I love coaching my sons' soccer team, and I also have a soft spot for cooking—so you can bet that I appreciate the value of hard work both on and off the field. In my free time, I enjoy working out and exploring the great outdoors, which I find rejuvenating and essential for maintaining a balanced life.
Let's Connect
If you're a business owner or a high-earner looking to align your money with your ambitions, I'd love to hear from you. Feel free to reach out so we can begin your journey toward an abundant and fulfilling life.
Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC One Financial Way Cincinnati, Ohio 45242 (513) 794-6794.
Investment Advisory Services offered through O.N. Investment Management Company.
Professional Designations
- Chartered Life Underwriter (CLU)
Affiliations
- The AGC
Primary Location
Chicago, Illinois, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Offers Advice-Only Services
- Fee Based
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to learn more and schedule a 60 minute assessment meeting by Zoom or in person. We'll dig into your hopes, dreams and financial desires. We want to be certain of our destination before we draw our roadmap. We will spend 10 minutes at the end of this call making sure you are clear on what is needed to work with us and you can make the decision on whether you want to work with me as your financial easy button. I look forward to speaking with you.Offers Investment Management
Yes
About Building Towards Wealth
At Building Towards Wealth, we believe that wealth and the lifestyle you desire are attainable through meticulous planning, consistent monitoring, and strategic action. Our mission is simple: to empower you to reach your fullest financial potential, no matter your goals.Planning
Planning isn't just the first step; it's a continuous process that evolves with your life's changes. Our approach is holistic. We help you set immediate milestones to pave the way for your long-term ambitions. We pride ourselves on our ability to tailor financial strategies that not only meet your needs but also mesh with your risk tolerance. When we take on financial planning, you're free to focus on other important aspects of your life.
Investing
Investing is more than just a numbers game; it's a crucial element of any long-term strategy for building wealth. Whether you're a seasoned investor or just starting, our aim is to simplify the complex world of investment options and focus on factors within your control. Our strategies are tailored to your risk tolerance and specific financial goals, whether that's funding a dream vacation, sending your kids to college, or planning for an early retirement.
Protect
Life is unpredictable, and while we can't foresee every obstacle, we can prepare for them. Our firm emphasizes the importance of safeguarding not just your wealth but also your lifestyle and your business. We offer robust insurance planning so that whatever life throws at you, your financial goals remain intact.
With Building Towards Wealth, you're not just getting a Financial Advisor; you're gaining a partner committed to helping you achieve financial freedom while minimizing stress, saving time, and optimizing tax strategies.
Come join us in building a future you don't need a vacation from.
Education
University of Houston, Engineering, Business
Hobbies and Interests
- Cooking
- Eating Out
- Exercising
- Family
- Grilling
- Reading
- Sports
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Entrepreneurs
- Gen X
- Gen Y / Millennials
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
