was founded as an independent financial advisory firm by Christopher Walls, CFP®, an experienced senior wealth advisor who worked at both Merrill Lynch and Davenport & Company in Williamsburg, Virginia. The foundation of Chris’s career was the 14 years he spent on the floor of the New York Stock Exchange, trading on behalf of institutional investors. His understanding of the markets and experience in investing across market cycles has greatly informed our approach to wealth management: We focus on prudent investing, protection against the downside, careful consideration for taxes – and always base our financial activity on a thorough plan.
