Christopher A Douglass

Managing Partner

Specialties: Retirement & Financial Planning | Wealth Management | Investment Advice

Chris Douglass brings decades of experience in financial planning, wealth management, and investment advice, along with a lifelong interest in business and finance. Having grown up in a family-owned business, Chris developed an early appreciation for the discipline, perspective, and thoughtful decision-making required to build something lasting.

He earned his bachelor’s degree in Business from the State University of New York and continued his professional education through The American College, earning the prestigious Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.

As a fiduciary, Chris takes a thoughtful, highly personalized approach to financial planning. He believes the foundation of a successful client relationship is listening carefully, understanding what matters most, and developing strategies that are aligned with each client’s unique goals, priorities, and vision for the future. His experience and technical expertise allow him to bring clarity and confidence to often complex financial decisions.

For Chris, one of the most rewarding aspects of his work is seeing clients gain a deeper understanding of their financial plan and the confidence that comes with knowing they have a thoughtful strategy in place for the years ahead.

Outside of the office, Chris enjoys staying active through fitness and basketball, as well as traveling and exploring great restaurants with his partner Jen.