Five Star award winner Chris Ward, CFP®

PROFESSIONAL PROFILE

Contact Me

Chris Ward, CFP^®

Founder, Sr. Wealth Advisor

EntryPoint Wealth Management

4030 Smith Road, Suite 200

Cincinnati, OH 45209

Office: (859) 203-1414

Chris@EntryPointWM.com
www.entrypointwm.com

Professional Approach

Hello there — I'm Chris Ward, and I would like to thank you for taking the time to learn about EntryPoint Wealth Management. My passion is helping families make better decisions to achieve more in their financial life. Starting in middle school, I worked in the family tax office reviewing tax returns and learning to manage a business at the dinner table. I joined the financial services industry in April of 2005 and have spent the last 13 years as a successful Wealth Advisor for major brokerage firms in Cincinnati, Ohio.

I specialize in helping clients working to achieve Retirement, Business Owners, and Real Estate Investors. At EntryPoint WM, we analyze every aspect of our clients' financial lives. We consult on Cash Flow, Retirement Plans, Tax Return Analysis, Customized Investment Management, and Estate Planning. I believe that the best approach to Financial Advice is first to help clients outline their best lifestyle, then work to achieve that aspiration through implementing the right financial decisions over time.

You need to know that as a CFP®, I work as a Fiduciary with all my clients. I believe that humans act primarily in their own best interests (a Freakonomics Theory) and feel that there are increasingly too many conflicts of interests (commissions) in the Financial Industry. I believe that every person deserves an advisor that takes an interest in your life, listens to what is important to you, and builds a set of recommendations to support you in achieving your personal and financial goals. By starting my own advisory firm, I am best positioned to provide unbiased advice to my clients and help them achieve more successful results over their lifetimes.

Professionally, I was recognized in 2020 as a "Five Star Wealth Manager under 40," having been a Five Star Wealth Manager for nine years, including 2023. I am a CERTIFIED FINANCIAL PLANNER™ achieving the designation in 2017, and a member of the XY Planning Network and the National Association for Personal Financial Advisors. I have held many brokerage securities registrations over my career and was even registered as a life & health insurance agent at one time. I look forward to learning about you, your family, and how I might be able to use my expertise to help you achieve more.

Personally, Amanda and I have been together for 19 years. She is a savvy entrepreneur operating three coffee shops in Northern Kentucky. I am lucky to be a father to 3 boys who are passionate about spending time in the woods, Football, Scouting, Legos, and, of course, Xbox & iPads. Currently, I serve as a Board Member for COVE Federal Credit Union, as Treasurer for Troop 805 (Union, KY), and I am involved with two NICU-based parental boards at Cincinnati Children's Hospital and Good Samaritan Hospital.

FINANCIAL PLANNING

EntryPoint Wealth Management works with clients to organize, identify, and implement the right strategies to help you achieve more in life and finances. We start by listening and understanding your financial goals and values and assessing your current financial situation. Through our time together, we identify areas where EntryPoint can deliver value and incorporate the best strategies to improve your situation. By understanding who you are and how you have achieved your success, we craft a financial plan designed in your vision to enhance and improve your financial future.

INVESTMENT MANAGEMENT

At EntryPoint Wealth Management, Investment Management is a core component of helping our clients achieve their financial goals. Through our client onboarding, we access your risk tolerance, outline your goals, and go to work building a custom portfolio for your long-term success. We implement global asset allocation-based portfolios with a tactical approach with a proven track record of success. We strive to discover investment ideas with a high probability of outperformance and incorporate them into your portfolio to achieve a higher expected outcome.

See Accomplishments

This award was issued on 9/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1596 Cincinnati-area wealth managers were considered for the award; 200 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,649, 240, 15%, 9/1/23, 12/12/22 - 6/30/23; 2022: 1585, 230, 15%, 9/1/22, 1/3/22 - 7/1/22; 2021: 1357, 216, 16%, 9/1/21, 12/14/20 - 7/9/21; 2020: 1406, 216, 15%, 9/1/20, 12/2/19 - 6/12/20; 2019: 1371, 238, 17%, 9/1/19, 11/19/18 - 6/28/19; 2018: 1413, 239, 17%, 9/1/18, 12/20/17 - 7/19/18; 2017: 985, 288, 29%, 9/1/17, 12/21/16 - 6/29/17; 2016: 918, 368, 40%, 8/1/16, 2/10/16 - 7/25/16; 2015: 1667, 427, 26%, 9/1/15, 2/10/15 - 7/25/15; 2014: 2082, 483, 23%, 9/1/14, 2/10/14 - 7/25/14; 2013: 1367, 509, 37%, 9/1/13, 2/10/13 - 7/25/13; 2012: 1265, 477, 38%, 9/1/12, 2/10/12 - 7/25/12.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.