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Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Your Life... Your Way... Plan It. Live It.

Your Life... Your Way... Plan It. Live It.

Let's make it happen together...

Christopher Grimes | Financial Professional

The transition from high school math teacher to CERTIFIED FINANCIAL PLANNER™ professional at Equitable Advisors seems like it was yesterday. This transition has allowed me to purse my passion of educating, collaborating and helping individuals to reach financial freedom. As an Equitable Advisor my  goal when working with individual families and business owners is to help them identify their financial goals and possible blind spots within their current plan. I am here to provide creative, thoughtful, and timely financial planning strategies.

I enjoy getting to know people and understanding their unique situations. A passion of mine that can be traced back to the days of teaching my students fractions and multiplication tables. Fast forward a few years... and I'm still providing my knowledge and support.  Now I work with a team of skilled professionals who support me. We provide clients with clarity regarding their financial plan . Along the way we have the opportunity to meet some amazing individuals and learn their story! What a wonderful career, no two days are ever alike!

When not in the office or meeting with clients, I love spending time with my family and seeing the excitement that life brings to our two girls. We have started to plan each year to create many memories through trips/experiences and love sharing with clients who look to embark on a similar journey. Outside of those trips and family time a few additional hobbies include hiking, biking and heading out to the links. Regardless of the activity, I have been pretty lucky to have a great inner circle of people I could really grow and learn from. 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning

Financial
planning1

Asset management

Wealth
management

Estate planning strategies

Estate planning
strategies

Risk Management

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.