Christopher Combs

Background

About Christopher Combs

My partner Cindy Clark and I share a mission: bring clients what we'd want from a financial advisor, which is more attention and acumen than we believe is often provided elsewhere. When confronted with financial situations, we want to be clients' first call, to help them avoid emotional decisions. We also want to share clients' most important moments – the pride of a business owner, the concern of a widow, or the hope of a new parent. We serve active and retired business owners, senior biotech and technology executives, and university faculty and administrators. We not only admire clients for their achievements, we appreciate their loyalty. They have referred others in North Carolina and across the country. WHAT CHARACTERIZES OUR APPROACH? • Asking questions of clients that provoke discussions."What do you enjoy? What do you see when you retire? Tell us about your children and grandchildren." Knowing clients well is vital to building meaningful, goals-based strategies that extend beyond wise investment management. • Helping simplify matters for clients. More than once, I've accompanied clients to their local Social Security office to help confirm benefits before implementation. • Nurturing strategic relationships with clients' CPAs and attorneys. This helps us align estate planning strategies. I AM PROUD TO BE A: • CERTIFIED FINANCIAL PLANNER™ certificant. I also hold the Chartered Retirement Planning Counselor™ designation. • Member of The Summit Church, Durham-Orange Estate Planning Council, and supporter of Duke University (where I played football before entering the NFL). • Husband and father of three children.