Chris
Hartman
I have always believed that everyone deserves the knowledge and tools to build wealth and feel confident about their finances. As a CPA with over 20 years of experience in various accounting roles where I worked with clients of all sizes, I learned how to build trust, determine the needs of my clients and find the appropriate solutions that would help my clients meet their goals. I will do the same for you.
Expertise
Approach
Numbers have been at the core of my career, and my background as a CPA has given me a deep understanding of investments, retirement strategies, and financial planning from both personal and business perspectives. I use that expertise to translate complex financial concepts into clear, practical strategies that support long-term success.
We take a holistic approach to financial planning, integrating personal finances with broader business and strategic goals to ensure every decision supports long-term success. By aligning cash flow, investments, tax & estate planning, risk management, and growth planning, I create cohesive strategies that adapt to both life and business changes.
Commitment
Experience
As a fee-only financial planner and fiduciary, I am committed to acting in my clients’ best interests at all times, providing objective, conflict-free guidance. Every financial plan I create is thoughtfully designed to align with their goals, values, and long-term well-being.
With nearly 20 years of experience as a CPA specializing in external audit and tax, I’ve developed a deep understanding of how successful businesses operate behind the scenes and how effective tax & financial planning can positively impact my clients. This perspective allows me to identify key drivers of financial health and apply proven insights to help my clients.