Christopher Clepp
Helping Gen X and Gen Y Business Owners Make Smart Financial Decisions.
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Serving Clients Nationwide
Helping Gen X and Gen Y Business Owners Make Smart Financial Decisions.
Areas of Focus
- Business Owners
- Exit Planning
- Financial Life Planning
- High Net Worth
- High Net Worth Retirement Planning
- Money Psychology
- Tax-Efficient Planning
- Taxes
About Christopher Clepp
I'm Chris Clepp. Chicago native, married to Katie, father to three, and a financial advisor who has spent more than two decades helping business owners make smart money decisions.I work with Gen X and Gen Y business owners and HENRYs, the High Earners who are Not Rich Yet. Not because they're the easy clients. The industry mostly ignores them. If you haven't had your liquidity event, if the wealth is still tied up in the business you bet on every single day, a lot of firms don't want to deal with the complexity. That complexity is exactly where I can help the most. The younger you are, the more decades of runway sit in front of you, and the more a good decision today compounds.
Here's something I believe that some of my peers would push back on. Money should be the servant, not the master. Most people let it run the show. They stack it up so they can keep score, and they never stop to ask what "enough" actually looks like. My job is to help you answer that question, then build toward it.
I run my own business too, so I know the drill. The long hours. The quiet worry that you're building a job you can't leave. The feeling that the business is on track but you aren't. I've stepped on some of those landmines myself. Part of what you're paying me for is a guy who already knows where they're buried.
The work runs through what we call the Abundant Wealth Process. We get clear on your vision first: what you want your money to do, and what a good life looks like when the work becomes optional. Then we handle the rest. The tax strategy, the investments, the risk and exit planning, and the thousand small decisions between here and there. The plan itself is never the point. It's wrong the moment we print it, because life doesn't hold still. The value is in the ongoing conversation, the one that lets you make good decisions in the moment without lying awake wondering if you just blew it.
I'll also tell you what you need to hear. If you're about to make a bad call, you'll know where I stand. It's still your decision, always. My job is to give you enough good information to make a wise one.
When I'm not working, I'm with Katie and the kids, coaching my sons' baseball team, cooking, working out, or getting outside. I take real time off, on purpose. You can't fill someone else's cup when your own is empty. I try to eat my own cooking.
If you're a business owner who wants your money working toward a life you don't need a vacation from, let's talk.
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 Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Tax Planning Certified Professional (TPCP)
Affiliations
- The AGC
Primary Location
Chicago, Illinois, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- 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 do financial planning for business owners who want autonomy beyond their business, a life that keeps working whether or not the business does.We keep our client base small on purpose. You get our full focus, not a product pitch. We serve you and only you. We handle the moving parts so you can stay focused on running your company, and we're straight with you about what matters and what's just noise.
It starts with one question: what does "enough" look like for you? Once we know where we're headed, we build the plan to get there. We keep more of what you earn out of the IRS's hands along the way, protect what you've built, and prepare for the day you decide to step back.
Come build 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
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Entrepreneurs
- Gen X
- Gen Y / Millennials
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