CEO
Visionary
Investment Policy Committee
Leadership Team
Most financial planners follow a typical process, but Chris Hobart has never been one to do things the “typical” way. After all, 9-year-olds don’t typically start a restaurant in their parents’ basement. But entrepreneurship and hard work has always made sense to Chris – and that drive led him to create a financial planning and wealth management firm that does things a little differently.
Chris has always been one to dream big, for himself and others. He’s dedicated his life to helping people imagine and create for themselves that goes beyond typical. He’s also made it his mission to help clients make smart decisions for their future by providing honest, thoughtful advice and service that always exceeds expectations.
Chris even helps other advisors build their own better-than-typical practices, believing that every individual deserves access to trustworthy financial guidance. His wise counsel has been featured in national media publications, including CNBC, CBS, The Wall Street Journal and USA Today.
He’s also a recurring guest and sponsor on WCNC and WBT in Charlotte. As an avid supporter of his local community, Chris donates time and resources to Charlotte’s local organizations. He
and his wife, Renee, are avid supporters of the performing arts, and they have a joint passion for making arts education and musical theater accessible to all young people. Chris has also served on the Board of Directors for Junior Achievement of Central Carolinas, a local organization that helps young people unleash their true potential with financial education.
Family means everything to Chris. He credits his hard work ethic and positive life outlook to his parents, who taught him valuable lessons about being a great husband, dad and leader. He spends most of his time outside of work with Renee and their two daughters, Sloane and Blythe, and he loves nothing more than traveling with his girls and seeing the world through their eyes. Chris is also an avid fly fisherman, enjoys hiking, spoiling the family dog, a miniature dachshund named Winston and tending to his hobby koi pond.
