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Chris lives in Skaneateles, NY with his wife Lori and twin sons Nathan and Charlie. Their three adult children, Austin, Charlotte and Areya, are out in the world making their own life stories. He loves to read, play golf, go boating, and build and grow things.

Founder & Wealth Advisor

Chris Gardner


Personal finance should be personal.

Hi, I’m Chris Gardner, and I have the privilege of working with a group of wonderful people that have entrusted me and my team to help them achieve their financial goals. This is a responsibility I do not take lightly. My mission in my work is not only to help people achieve financial security and independence, but to make personal finance more personal.


In 2016, Lori gave birth to our identical twin boys. Nathan and Charlie were born 15 weeks premature. As excited as I was, their grim medical condition turned my world on its head. We spent many fearful months in the Neonatal Intensive Care Unit facing life-or-death situations on what seemed like an hourly basis. This experience changed my life, and reinforced to me the importance of my role as a father, husband, and personal financial advisor. It changed the way I view helping people.


My sons are healthy, rambunctious toddlers now. But my perspective on serving you has been forever changed. I wrote about this experience in my book, “A Very Personal Finance Story,” let me know if you would like a copy!


I would love to help you find the financial peace of mind you deserve, so you can live the life you love.

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