01. About Me

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be your trusted advisor.

02. My Philosophy

Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. My Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.



Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. I use a consultative approach to create a financial plan that aims to meet your objectives.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. I take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, I can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Meet Your Advisor

Christopher Redos

Christopher Redos has been a financial advisor for over 25 years. He enjoys working with clients to help them work toward achieving their financial goals. Chris graduated from the University Of Maryland in 1991 and soon began his career in financial services. In 2006, after stints with Farmers and Mechanics Bank and Hagerstown Trust, he was offered the opportunity to manage a branch with LPL Financial. Chris lives in Greencastle, PA with his family.

I manage assets for individuals and families, providing investment management, and financial planning services.