Chris has built a reputation as a trusted advisor, mentor, and leader for over forty years in the investment business. A protective steward of his clients' capital, he is not afraid to go against consensus when he has conviction. He chooses to avoid risk and deliver consistent returns to chasing Alpha. In his latest book, Chris explains the roadmap that has led to his multi-decade list of successful and loyal clients. He writes it as a son, husband, father, and life-long student of the ever-challenging but always fascinating world of investing.

CEO – Meredith Whitney Advisory Group
The Oracle of Wall Street – Bloomberg

Meredith Whitney

"I’ve known Chris Poch for over 30 years, and from the very beginning, his honesty, confidence, intelligence, and client-first approach stood out. When a close friend needed trusted financial guidance, Chris was the first person I recommended – out of more than a hundred advisors. I have just as much confidence in him today as I did back then."

Retired Regional Director – Morgan Stanley

H. Wayne Hutton

"I met Chris about 15 years ago at an investment luncheon where I was his guest. Over the years, our personal relationship has evolved from casual investment acquaintance to respected advisor to client to best friend as he transitioned from wire house, bulge bracket brokerages to his own firm. He approaches his financial advisor role with a realistic long-term capital preservation and growth perspective that is focuses on profitable growing capital light and dividend paying companies. He communicates with us regularly and is a great listener and a curious questioner. He is open to new ideas and is constantly striving to improve his investment and relationship knowledge. As a result of his professionalism and personal style, we have recently named him as the Successor Trustee for our Family Trust.

Our family has complete Trust and Confidence that Chris will always give his best advice and act in our best interest. We are thankful that he accepted us a client and feel blessed to have a professional and personal relationship with Chris."

Private Client

Joseph Pisula

"Nearly ten years ago, a thoughtful introduction from a close friend brought Chris into our lives. Recognizing the significant growth of our net worth, we realized the urgent need for an experienced wealth manager specializing in long-term investment strategies and retirement planning to provide us with comprehensive guidance and structure for our financial future.

Since then, Chris, who has spent decades successfully managing wealth for high-net-worth families, has been a steadfast anchor for our family. His calm demeanor and clear, insightful communication have been particularly reassuring during turbulent market conditions. Additionally, he has been proactive in addressing our evolving estate planning needs, ensuring our family’s future is secure. Chris has truly become a trusted advisor and an integral part of our lives. His reliable and unwavering guidance has had a transformative impact on us."

Private Client

Al Tarasiuk

My wife and I are fortunate to have been working with Chris for nearly a decade. During that period, we have experienced financial market volatility as well as changes in personal and family circumstances. Chris has been a trusted resource and dependable sounding board throughout that time. His deep knowledge and experience as a wealth advisor and his thoughtful insights and guidance have been comforting when a level head was required. And, having consulted with many investors and families during his career, enables him to tailor those learnings to the specific issue at hand, and to draw upon resources and contacts he has forged over 40+ years to help resolve an issue.

Chris has also taken a personal interest in getting to know our family and each of our children’s situations. His advice and guidance have enabled our children to work with an experienced professional early in their lives and careers, putting them on their own paths toward building wealth and understanding financial markets.

Trust, confidence, as well as successful and consistent financial performance sum up why we have peace of mind and appreciate working with Chris.

Private Client

Frank Golden

For more than 10 years, my wife and I have looked to Chris as our family's most trusted financial advisor. This has been a volatile time in the market, and yet Chris, by his steady hand, reassuring tone and tremendously insightful knowledge has been the "Rock of Gibraltar" in our financial lives.

Chris has always taken the time to truly listen and understand what is important to us – not just financially but personally as well. As with any family, we have experienced changes, and varying financial demands, and yet calling on his own long and trusted financial management skills, Chris has always provided the correct advice, and the proper direction, all done in a caring, calm and gentle manner

As an advisor, Chris strikes a unique balance of someone who is both steady and strategic, helping us feel secure in an a constantly changing world. What truly stands out, however, is Chris’s kindness, clarity, and the trust he has earned. What a great joy and a comfort it has been to have Chris as a guiding hand in our financial lives.

Private Client

Richard Milone, MD