What Our Clients Are Saying:
Individuals Services
Expert financial services for your needs
Our expert financial services are tailored to meet your unique needs, providing guidance and strategies for informed decision-making and growth.
Retirement Planning
Planning for retirement is one of the most important financial steps you'll take in your life. We help you build a personalised retirement strategy that aligns with your goals, lifestyle...
Investment Management
Every investment plan starts with you and the goals that are most important to you. We offer personalised investment planning to help you build and protect wealth.
Education Planning
Our education planning services are designed to help you save for your child’s future while navigating the rising costs of education. Whether you're planning for college, private schooling...
Risk Management Planning
Risk management planning services are designed to safeguard your financial future by identifying potential risks and creating strategies to minimise them. We help you protect your assets, income...
Cash Flow Planning
Cash flow planning helps you take control of your income and expenses, ensuring your money works effectively for you. We create tailored strategies to optimise your cash flow, allowing you to meet...
Businesses Services
Expert business services for your needs
Our business planning services are designed to help entrepreneurs and business owners manage their finances effectively and position their businesses for long-term success.
Still not sure?
Frequently Asked Questions
Here's what you need to know:
Why should I choose to work with you?
Chris Wiethe, CFP®, has been in the financial services industry for over 12 years. During his time in the industry, he has worked with over 1,000 clients and has seen a wide variety of situations. Pulling from those experiences, while providing products and services held to a Fiduciary standard for you and your family, you can rest assured that you are in good hands.
How do you customize financial plans for clients?
Our financial planning process follows the CERTIFIED FINANCIAL PLANNER® process to understand your personal and financial circumstance to then analyze, develop, deliver, and monitor your personalized financial plan.
Do you help with taxes?
We are not CPA's or Accountants and we are not able to provide you with tax filing services. We always encourage clients to work with a tax preparer to confirm questions around your current tax situation.
We are, however, able to have conversations around what types of investment accounts you are eligible to use and how those accounts can impact your taxes.
What services do you offer?
We offer a range of services for both individuals, families, and small business owners. Check out our Financial Planning Services page for more information!
What is the process like working with you?
From the first conversation, our goal is to to make sure you have clear expecations so you know what to expect every step of the way. See what the financial planning process with us is like on our Financial Planning Process page.
How do you get paid?
Clients have a number of different ways they can work with our advisors. Clients have the option to engage our advisors as a one-time financial planning fee, an on-going financial planning subscription, or through an investment management fee. There may be other instances in which our advisors are compensated, such as assisting with a 1031 exchange or earnings commissions on insurance products.
Where will my funds be held?
We have the ability to utilize one of the following 3 custodians:
Charles Schwab, Fidelity, or Pershing
If you already have an account at one of the above, then we can work with you without needing to transfer funds at all. Making the process even easier!
Testimonials
Reviews from
satisfied customers
"I've had Chris manage my financial estate for over a decade. He continues to build credibility and trust. You need to completely trust your advisor. We have full confidence Chris is advising with our best interest in mind and trust him with our future. Thank you, Chris, for everything you've done over the years."
- Kyle S.
"Chris was our first financial advisor, and he exceeded all expectations. His exceptional knowledge, empathy, and clear communication set a high standard for financial guidance. He played a transformative role in improving our net worth and strengthening our relationship with money, both individually and as a couple."
- Keenan C.
"I’ve been working with Chris for a few years now, and the impact on my finances has been incredible. From the start, he took the time to understand my goals and provide tailored advice. Chris has always been responsive, patient, and genuinely invested in my success. I trust his guidance completely and appreciate his professionalism and honesty. If you're looking for a financial advisor who makes the process easy and welcoming, I highly recommend Chris!"
- Frankie P.
Contact Us
Reach out to us today
for personalised financial guidance and support.
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This material is intended for general use. By providing this content Park Avenue Investment Advisory, LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
This material is intended for general use. By providing this content Park Avenue Investment Advisory, LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Securities products and advisory services offered through the dually registered broker dealer and SEC registered investment adviser Park Avenue Securities LLC (PAS), member
FINRA/SIPC. Investment advisory and financial planning services can also be offered through Park Avenue Investment Advisory, LLC, a standalone registered investment advisor. Park Avenue Investment Advisory, LLC is registered with the Securities and Exchange Commission as an investment adviser. Certain Investment Adviser Representatives (IARs) affiliated with Lifetime Financial Group are IARs of Park Avenue Investment Advisory, LLC. Lifetime Financial Group may also have Registered Representatives and IARs who are registered with Park Avenue Securities LLC. Park Avenue Investment Advisory, LLC is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian) and PAS is a direct wholly owned subsidiary of Guardian. Both PAS and Park Avenue Investment Advisory, LLC are located at 10 Hudson Yards, New York, NY 10001. Lifetime Financial Growth LLC is not an affiliate or subsidiary of PAS, Park Avenue Investment Advisory, LLC or Guardian Life Insurance Company of America.
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