About Us: Putting You First
Helping psychologists and mental health professionals achieve clarity and control over their finances.
Building clear, actionable financial plans that balance personal and career goals. From navigating daily challenges to planning for the future, we’re here to make your life easier.
Christopher Marrone, CFP®
Hey there, call me Chris! I’m passionate about helping psychologists and mental health professionals achieve both financial peace of mind and meaningful growth.
Early in my career at my first firm, I was fortunate to work with a psychologist as one of my very first clients. That eye-opening experience revealed just how much guidance and support this dedicated community truly needs—and how few financial advisors focus on them. Whether you’re employed by an organization, working within a group practice, or running (or hoping to start) your own private practice, I’m here to provide the tools, resources, and education that can help you thrive both personally and professionally.
I’ve found that mental health professionals are some of the most genuine, caring people to work with, and I love how naturally our conversations flow—there’s a real sense of empathy and camaraderie that makes every meeting feel both purposeful and uplifting.
When I’m not helping clients, you’ll find me exploring coffee shops, staying active with tennis or pickleball, or relaxing by the water. I love spending time with my girlfriend, family, and friends—brunch and happy hour are always a win!
Holistic Financial Planning
We’re not just your average Joe—we're financial advisors that specialize in serving psychologists and mental health professionals, so we deeply understand your unique challenges and concerns.
Advice That You Can Rely On
Your best interests come first—always. We’re proud to offer independent advice, free of commissions or outside influence, so you can make confident, informed decisions.
Effortless Planning, Together
With a network of experts at your fingertips, we simplify financial planning by managing connections and ensuring everything aligns with your goals. No extra work on your end.
A Refreshing Take on Your Finances
We focus on collaboration and keeping things approachable—conversations that feel natural and decisions made with confidence. Financial planning doesn’t have to feel like a chore.
Our mission is simple: to give you tons of value in a relaxed, friendly, and collaborative way. Financial planning shouldn’t feel overwhelming—questions are always welcome, decisions are made side by side, and you'll feel supported every step of the way.
Hands On Support
No matter where you are in the U.S., we’re here to make sure you feel confident and supported, whether that means diving into the details together or offering quick, actionable tips. Hands-on support isn’t just something we offer—it’s how we do things, because your success matters to us.
