I’m Chris Russell, CFP®

I give Business Owners more time and more money for your most meaningful life

My passion for B.O.S.S.E.S. started early.  My father, Greg Russell, became a business owner in his early 40’s after a 20 year career as a pilot in the United State Marine Corps (Semper Fi!).  He purchased a struggling local franchise, built it into one of the top locations in the nation, and grew his footprint by leading a regional expansion across several states.  I worked with Greg in the business as a kid and was hooked on entrepreneurship.

After graduating from the University of North Carolina at Chapel Hill (Go Heels!), I cut my teeth at some of the largest and most awarded fee-only financial planning firms in the country.  I grew my career with a laser focus on entrepreneurs. I spent many years advising dental professionals, medical professionals, and high-net-worth business owners with everything from cash flow planning to managing successful exits.

Nothing is more satisfying to me than discovering my clients’ true passions and helping them achieve their vision. I am an advanced Life Planner recognized by the Kinder Institute of Life Planning and proud to bring the EVOKE® Life Planning process to my practice. I’ve dedicated my career to delivering clients into their most meaningful lives - lives they truly love. I hope you’ll join me in the journey.