Leading Family Office Advisory Experts

As a seasoned Wealth Advisor with over a decade of experience in the financial services industry, I've had the privilege of working with diverse types of clientele, helping them navigate the complexities of financial planning. My journey has been defined by a commitment to understanding each client's unique goals and developing tailored strategies that encompass everything from retirement and estate planning to tax-efficient investment portfolios. Throughout my career, I've worked closely with individuals and families at various life stages, from young professionals just starting their financial journeys to retirees looking to preserve and grow their wealth. My approach is holistic, ensuring that all aspects of my clients' financial lives are aligned with their long-term objectives. In addition to my advisory role, I’ve held leadership positions where I guided teams of financial planners in crafting comprehensive financial planning strategies. My leadership experience includes overseeing the design and implementation of systems that addressed complex financial needs, such as equity compensation planning, college funding, and insurance solutions. My goal is to continue empowering clients to achieve financial security and peace of mind, while leveraging my expertise and leadership to deliver personalized, results-driven financial strategies.

With over 15 years at Smith & Howard Wealth Management, my focus is on empowering clients through meticulous financial planning and investment management. We, as a team, have a steadfast commitment to our clients, ensuring they are equipped with a comprehensive financial plan that encompasses not just asset growth, but also tax efficiency, risk management, and estate considerations. Our affiliation with a leading accounting firm amplifies our ability to deliver insightful and holistic financial guidance. Recognizing the uniqueness of each client's journey, whether approaching retirement or managing wealth post-liquidity events, our services are tailored to maximize benefits. Partnering with business owners, we explore avenues beyond traditional retirement savings, leveraging tax-advantaged strategies to enhance their financial well-being. As an Accredited Investment Fiduciary, I champion fee-only advice, maintaining objectivity and aligning our success with that of our clients.

Christine M. Parker, CFP®, is a family wealth management advisor and the founder of Parker Financial, LLC, an independent, fee-only registered investment advisory firm based in Maryland. She serves professionals who lead at work and at home, helping them navigate complex financial decisions while balancing career demands and family responsibilities. Christine’s work focuses on simplifying financial complexity for the modern family financial caregiver. With nearly 20 years of experience, she helps clients manage high-stakes decisions involving caregiving responsibilities, aging parents, multigenerational planning, trusts, and career transitions. A defining theme of Christine’s perspective is the understanding that the constraints of the unpaid caregiving life cycle are an emerging workforce, business, and economic issue with long-term implications. As caregiving increasingly affects leadership pathways, labor participation, and financial security, Christine brings a broader economic and behavioral lens to conversations often framed as individual challenges. Drawing on expertise in behavioral finance and decision-making psychology, Christine offers research-informed insights into how caregiving pressures and workplace dynamics affect financial outcomes and long-term well-being. She is known for combining data-driven analysis with practical, real-world guidance, making her a trusted source for journalists covering money, leadership, caregiving, workforce trends, and economic change.

𝗠𝘆 𝘀𝘁𝗼𝗿𝘆: Both of my parents immigrated from Mexico as teenagers. They didn’t have much, but what they did have was grit. My dad was in construction, my mom working flexible jobs so she could stay close to us. Eventually, she became a foster mom, and our house was always filled with kids—many of whom came from homes filled with struggle, instability, and deep financial stress. It didn’t take long for me to realize: 𝗠𝗼𝗻𝗲𝘆 𝘁𝗼𝘂𝗰𝗵𝗲𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴. It influences safety, peace of mind, opportunity, even emotional well-being. At 12 years old, I was cleaning houses with my mom and working on construction job sites with my dad... saving every dollar I could. I wasn’t just learning the value of hard work. I was making a vow: I would never feel powerless because of money. I would become the expert. And I would help other women feel powerful, too. I’ve kept that promise. I became one of the youngest CFP® professionals in the country. I have leaned on innovation and built my practice on one simple idea: 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱 𝗳𝗲𝗲𝗹 𝗲𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴—𝗻𝗼𝘁 𝗲𝘅𝗵𝗮𝘂𝘀𝘁𝗶𝗻𝗴. Now, I serve women who are ready to align their money with what really matters. Not just retire well—but live well. Not just grow wealth—but use it with purpose.

I work with busy successful individuals and families who are looking to take control of their financial future without getting bogged down in confusing details. With over 13 years of experience, I help high earners and those approaching retirement make smart, impactful decisions confidently. As a flat-fee fiduciary, my mission is clear: to provide you with honest, personalized guidance that brings peace of mind. If you're unsure about hiring a financial advisor, let’s hop on a call. I’ll guide you on the right questions to ask, so you can confidently find the perfect advisor for your needs, no strings attached.

At Pathview Wealth Advisors, we help successful professionals, business owners, and families simplify their financial lives. Our mission is to remove stress from money decisions through proactive, tax-focused planning and personalized guidance. We believe money is a tool—not the goal. By aligning strategies with your values and lifestyle, we help you gain clarity, confidence, and control. If you're ready to turn financial complexity into peace of mind, let’s talk.

I have over 20 years of experience helping successful families navigate the ever changing field of financial planning. New laws, new fads, and new "rules of thumb" are always coming out. My goal is always to help my clients sift through the noise and focus on the things they can control. I have always believed there are two E's of investing, economics and emotion. Handling both in a proactive, deliberate manner helps my clients to keep perspective of what is important on their financial journey

I help women, young professionals, and growing families achieve financial independence through clear, strategic planning that considers tax, estate, and investment decisions so they can make informed choices and build lasting stability. My role is part guide, part partner. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional, I combine structured, values-based strategies with compassion and education, helping clients understand not just what to do, but why it matters. Knowledge creates confidence, and confidence leads to better decisions that last. Financial independence isn’t one-size-fits-all. For some, it means building wealth through tax-aware investing. For others, it’s protecting family through thoughtful estate planning, or regaining control after major life changes. My approach brings all the pieces together, ensuring your plan reflects your values, goals, and vision for the future. I frequently collaborate with accountants and attorneys to help clients develop integrated, well-aligned strategies. Clients appreciate my relationship-based approach, open communication, and the safe, judgment-free space to ask questions. Together, we simplify complex decisions and create strategies that lead to lasting progress and clarity. At WiseOak Wealth, financial planning isn’t just about managing assets. It’s about creating freedom, stability, and direction in the life you’re building.

9+ years PR and media relations experience. Now in the ultra-high-net-worth wealth management space with Fidelis Capital after years in the luxury goods and real estate sectors with Discovery Land Company, Casamigos Tequila, and Tiffany & Co. Have secured national coverage for Fidelis Capital in Barron's, Bloomberg, Crain Currency, Forbes, Kiplinger, Reuters, and the Wall Street Journal, along with trade coverage in Financial Planning, InvestmentNews, and WealthManagement.com. Fidelis Capital is a 5-star firm in Newsweek's 2026 list of America's Top Financial Advisory Firms. Subject matter experts at Fidelis Capital include: - Chris Gunster, CFA, Partner & Head of Fixed Income (previously Bank of America Chief Investment Office, oversaw $60 billion in assets; Forbes.com contributor) - Rick Simonetti, Founding Partner, CEO & Head of Wealth Planning (previously Wells Fargo Private Wealth Management's National Head of Wealth Planning; Kiplinger contributor) - Matt Michaels, CFA, CFP, Founding Partner & Co-Chief Investment Officer (previously Wells Fargo Private Bank Senior Private Wealth Portfolio Manager; deep expertise in private markets investing) - Neale Ellis, CFA, Founding Partner & Co-Chief Investment Officer (previously Bank of America Private Bank principal portfolio manager of Managed Active Core)

As a Senior Wealth Advisor and Partner at Croak Capital, I specialize in guiding high net worth families through the complexities of wealth. My approach blends technical financial expertise with an understanding of what matters most to my families. Whether its designing multi-generational estate plans, managing concentrated equity positions, or investing in private assets including private equity, hedge funds, or real estate I bring clarity to complexity. I believe true wealth advising goes beyond investments - it's about stewardship. That's why I regularly contribute insights on private wealth trends, family governance, and client experience excellence. If you're seeking a partner who can serve as your families CFO, quarterback your financial life, and bring a white-glove level of service, I and my team are here to help.

As a dedicated financial advisor at HTG Investment Advisors, I specialize in helping professionals, business owners, and retirees who want to transform financial complexity into clarity and confidence. I create comprehensive strategies that not only protect and grow your wealth but also align with your most meaningful life goals. For over 30 years, our team has guided clients through critical financial transitions—whether preparing for retirement, selling a business, managing an inheritance, or navigating major life changes. Working with us provides you access to deep expertise across investments, taxes, estate planning, and retirement planning. Our personalized coaching helps you make confident decisions and maintain discipline through market volatility, ultimately avoiding costly mistakes. What sets us apart is our exceptional client service. With our low advisor-to-client ratio, we provide the attentive communication and responsive support that busy professionals and retirees value. This high-touch approach saves you time, reduces financial stress, and gives you the peace of mind that comes from knowing your financial future is secure. As a NAPFA-certified advisor since 2018 and part of a fee-only fiduciary firm, I'm committed to providing unbiased advice with no hidden agendas or conflicts of interest. Our 30-year legacy in New Canaan, Fairfield County, CT has established us as trusted partners helping clients nationwide achieve financial independence and security. Visit us at www.htgadvisors.com to learn how we can help you transform financial complexity into clear, confident decisions. If you would like to speak about your unique situation, schedule a complimentary call: https://www.htgadvisors.com/schedule-a-complimentary-call/. HTG maintains all applicable registration and licenses as required by the various states in which it conducts business.

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

I understand that your financial success is the result of hard work, dedication, and…

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page.

Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella. Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve problems for their clients. After spending the first decade of his career working with community and regional banks, helping them navigate statement compliance and distribution, and transitioning them to digital platforms, Steven followed his passion to help families and companies thrive by becoming an expert in all areas of life insurance and advanced planning. Steven’s expertise, experience and independent streak make Catalyst the ideal solution for families seeking to make the most of their financial legacy.

With over 15 years of experience in the financial services industry, Jun Chen is a seasoned wealth advisor known for providing comprehensive, client centric guidance tailored at each stage of life. As a Certified Financial Planner™ (CFP®), and a Certified Plan Fiduciary Advisor™ (CPFA™), Jun brings a uniquely broad skill set to families seeking to create bespoke financial plans that require a high level of expertise. Jun specializes in holistic financial planning, investment management, retirement planning, and workplace retirement plans. With his team of experts, Jun helps his clients navigate complexities that come with high net worth situations. His CFP® designation reflects a commitment to rigorous fiduciary standards and a deep knowledge of tax, insurance, estate, and retirement planning. With the CDFA® credential, Jun is particularly adept at helping clients navigate the complex financial aspects of divorce with clarity and strategic foresight. The CPFA™ designation enhances Jun’s expertise in helping employers manage their fiduciary responsibilities and optimize workplace retirement plan outcomes. Jun's team of experts consists of a CFP, CPFA, CDFA, CPA, and an EA to provide high-level comprehensive financial strategies. Supporting his vision is also 40+ estate attorneys across the US readily available to assist clients with trusts and estate planning services to provide peace of mind and to protect what matters most. Known for a thoughtful, educational approach, Jun prioritizes building long-term relationships rooted in trust and transparency. Whether guiding a couple through the transition into retirement, advising a business on plan design, or helping an individual rebuild their financial foundation after divorce, Jun is committed to empowering clients to make informed financial decisions aligned with their goals. Outside the office, Jun is active in the local community, frequently volunteering as a pro bono CFP with Women's Resource Center to End Domestic Violence and Wings For Widows. He is also a board member of Sunnyside, a non-profit focused on resources for neurodivergent individuals. Jun believes that financial planning should not be limited to those of high net worth but available to those who might not have the resources.

My WHY: To guide others on the path to financial success so that they may delegate management of their wealth and enjoy other activities in their life.