Advisor at In the Money Retirement Planning Limited Liability Company
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Credentials
CFP®
Firm
In the Money Retirement Planning Limited Liability Company
Location
New London, CT 06385
I help small business owners & pre-retirees navigate complex financial decisions with clarity and confidence. My goal is to provide comprehensive, personalized guidance that empowers clients to make smart choices around taxes, retirement, investments, charitable giving, estate planning, and business transitions.
My approach is fee-only and education-driven. Clients can work with me through a transparent subscription-based planning model or, when appropriate, traditional investment management. I don’t believe in one-size-fits-all solutions—my work is tailored to each client’s income, assets, and life goals.
I specialize in helping clients who are in major financial transitions, such as preparing for retirement within 10 years, selling a business, or managing complex taxable accounts. I also work with high-income DIY investors and first-generation wealth builders who want objective advice without the conflicts of interest that come with traditional asset management.
What sets me apart is my ability to combine technical expertise with behavioral insight. I help clients uncover the underlying habits and beliefs that may be holding them back, then design strategies to optimize lifetime taxes, plan charitable giving, implement Roth conversion strategies, and build comprehensive estate plans from scratch.
I enjoy working with clients who value clarity, long-term planning, and a collaborative partnership. My goal is not to sell products but to provide actionable guidance that gives clients confidence in their financial decisions today and peace of mind for the future. Whether you are a solopreneur, business owner, educator, or high-earning professional, I tailor my services to meet your unique needs and help you achieve financial goals on your terms.
AUM: .75%-1.25%
Hourly: $200
Monthly: $99-$1,000
We bill an onboarding fee of $2,000 and a monthly subscription fee $99-$999 for clients hiring for Financial Planning. This includes investment management up to 200k. For clients above 200k in Assets, there is no onboarding fee and the monthly subscription goes away. They are replaced by a quarterly Assets Under Management fee. For Clients who would like to meet hurly, we charge $200/hr.
In The Money Retirement Planning LLC
2024 - Present (2 years)
Fisher Investments
2020 - 2024 (4 years)
UnEmployed
2020 - 2020 (1 year)
Charles Schwab & Co., Inc.
2017 - 2020 (3 years)
Starbucks
2016 - 2016 (1 year)
Spartan Capital Securities LLC
2015 - 2017 (2 years)
CFP®, Series 66
Old Saybrook, CT
Edward Jones
CFP®, Series 66
Niantic, CT
Edward Jones
Series 66
Waterford, CT
Edward Jones
Series 66
Essex, CT
Edward Jones
Series 66
Essex, CT
Edward Jones
Series 63, Series 65
Old Lyme, CT
Merrill
Christopher Holloway is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), supporting his role in assisting clients with comprehensive wealth planning and investment management. With experience as a Senior Vice President and Portfolio Advisor, Christopher focuses on creating personalized financial plans that address clients’ unique goals, including retirement planning, education funding, and long-term family objectives. He emphasizes simplicity and transparency to help clients navigate the complexities of wealth management. Christopher earned a Bachelor's Degree from Salve Regina University. He is actively involved in his community, serving on advisory boards such as Catholic Charities of SE Connecticut, Junior Achievement of Connecticut, and various local baseball organizations. Additionally, he volunteers as a baseball and soccer coach and supports fundraising and educational initiatives through multiple local organizations.
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