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Christopher Coffin

Advisor at OverRidge Wealth Advisors

Updated today
OverRidge Wealth Advisors logo

Firm

OverRidge Wealth Advisors

Location

Fort Worth, TX 76116

Credentials

Series 63, Series 65, Series 66

Industry experience

17 years

About

Christopher Coffin is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes working at LPL Financial and operating as a self-employed advisor. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management as well as financial planning and consulting. The firm employs customized allocations across various asset classes and uses both long- and short-term strategies, with ongoing account monitoring and consolidated reporting that can include held-away assets.

Client services

Based on OverRidge Wealth Advisors

Financial planning Portfolio management

Expertise

Based on OverRidge Wealth Advisors

Annuities Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Financial planning fees generally range from $250 to $1,000 on a fixed fee basis

Percentage

Negotiable up to 2.00%

Location

6300 Ridglea Place, Suite 1020

Fort Worth, TX 76116

Most active in

Texas

Work history

Overridge Wealth Advisors

2021 - Present (5 years)

Self-Employed

2016 - Present (10 years)

LPL financial

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Lacy R

CFP®, Series 66

Fort Worth, TX

The Dedicated Dollar

Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
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Matthew B

Series 63, Series 65

Aledo, TX

Harvest Capital Management

Annuities
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Alphonsus P

Series 63, Series 65

Bedford, TX

Corporate & Institutional Services, LLC

Retired Founder/Business Owner
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Edward W

Series 65

Fort Worth, TX

EMW Capital Advisors, LLC

Active portfolio management Concentrated stock management

Ben E

CFP®

Fort Worth, TX

Earls Financial

Ben is a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL specializing in helping (pre)retirees preserve their wealth over the long-term. Brenda is the Operations Manager and specializes in making things happen at the firm. Together, we’ve made it our life’s work to help (pre)retirees enjoy and preserve the payoff from their life’s work. We save our clients time, money, and stress as they mitigate retirement risks and answer THE critical retirement income question. We're going beyond the financial industry's traditional framing of "wealth preservation" with a straightforward approach to your retirement income plan and long-term investing.

General retirement planning Wealth management Widow/Widower Baby Boomers (Born 1946-1964)
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