Plan Your Financial Future

Personalized Wealth Management and Financial Advisory

Strategically sound financial plans and guidance that align with your goals, evolve with your changing needs, and nurture your financial well-being

As a family-owned business, we bring a welcoming and approachable style to every interaction, hoping that you feel like part of our family from the start. We know that each family’s story is unique, and we customize our strategies to fit your life’s various stages.

Who We are

Empowerment. Expertise. Excellence

Christopher Edwards Financial Associates is a wealth management and financial services firm that helps individuals and families aim to achieve their financial goals throughout all stages of their adult life—from buying a home, getting married, and starting a family to retirement and everything in between.

Navigate Life’s Stages

We accompany you on your financial journey, helping you plan for and confidently move through its many complex stages—even the unexpected ones.

Marriage

Begin your married life with a financial plan that considers your individual and mutual goals to support your collective growth

Divorce

Navigate the financial complexities of divorce with strategies that protect your assets and help you establish a new financial beginning

Job Changes

Face planned and unplanned career changes confidently with financial strategies that are resilient and adaptable to new opportunities and challenges

Parenthood

Plan for your family's growing needs with forward-looking financial strategies that aim to ensure flexibility and stability from birth to college

Retirement

Create a solid financial foundation for a fulfilling retirement with tailored investment strategies that strive to secure your post-retirement future

Supporting Aging Parents

Manage the complex financial aspects of caring for an aging parent without compromising your financial stability

Our Services

Our expertise spans a broad array of services, including financial and retirement planning, risk management and insurance planning, asset allocation strategies, comprehensive tax planning, and estate planning strategies. We also specialize in advanced business planning, benefits reviews, business liquidity management, and strategic exit planning.

Our Services

Our expertise spans a broad array of services, including financial and retirement planning, risk management and insurance planning, asset allocation strategies, comprehensive tax planning, and estate planning strategies. We also specialize in advanced business planning, benefits reviews, business liquidity management, and strategic exit planning.

Our Team

At Christopher Edwards Financial Associates, we are more than a close-knit team of financial services and wealth management professionals; we are human beings who draw on our own personal experiences and firsthand understanding of life’s challenges and opportunities to guide you on your financial journey.

Eva Rullo

Eva Rullo

Partner

Christopher Kenneally

Christopher Kenneally

Partner

Christine Cox- West

Christine Cox- West

Partner

Chris Kenneally

Chris Kenneally

Co-Founder

Ed Naphor

Ed Naphor

Financial Advisor

Eric Naphor

Eric Naphor

Financial Advisor

There When You Need Us

We are accessible, responsive, and just a phone call (or a click of a mouse) away

Our Blogs

Latest Blog & Articles