Independent · Fee-based · Colorado & Georgia
A plan for the life you're actually building.
Most advisors won't talk to you until you've got a million dollars. I think that's backwards — the best time to get help is before you have a pile, not after.
I help people build a plan they actually understand, in plain language, without the jargon or the sales pitch.
No pitch, no obligation — just a conversation about where you're stuck.
About me
I'm a financial advisor working with clients across Colorado and Georgia. Before this, I spent years in consumer banking and at a large brokerage — long enough to see how the industry usually treats people who aren't already wealthy.
"I got tired of watching firms turn people away for not having enough. The people who get help early are the ones who end up way ahead."
These days I work with a small number of clients directly, which means you talk to me — not a call center or a rotating account rep. I live in Lakewood with my wife, and when I'm not working I'm usually fishing.
Licenses & credentials
[Verify with compliance before publishing] Series 7, 63, and 66 · CERTIFIED FINANCIAL PLANNER™
How it works
Straightforward, and priced so you know what you're paying before you start.
We talk
A free 30-minute conversation about where you are and what's nagging at you. No preparation needed, and nothing to sign.
We build the plan
A flat fee for planning — budgeting, savings, retirement accounts, and a clear answer to "am I okay?" You'll know the cost upfront.
I manage, if it makes sense
If and when you want investments managed, that's a percentage of what I manage. Entirely your call, and only when it's worth it.
Who I help
People at different points on the same road.
Building from your paycheck
Earning well, saving some, and not sure it's going anywhere. You want a system, not a lecture.
Retirement's getting real
You've accumulated something and the questions are getting complicated. You want a straight answer about whether you're on track.
Money you didn't expect
An inheritance or a windfall, and a lot of pressure to not get it wrong. You want someone in your corner who'll explain the options.
You've been with us a while
Longtime clients who want the same steady care they've always had. Nothing changes — I'm here for the long haul.
Let's talk.
Thirty minutes, no cost, no pitch. Tell me where you're stuck and I'll tell you honestly whether I can help.
Book a free 30-minute callPrefer email or phone? chris@cgmatonadvisory.com · 508-367-6446