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CHRISTOPHER M. STOCK, MBA, AIF®

PARTNER | SENIOR WEALTH ADVISOR

From complexity to simplicity.

Chris Stock takes complicated financial situations and provides clear, objective advice. He’s known for communicating in an easy-to-understand way that clients can grasp and appreciate.

He works closely with individuals and families, and his favorite days are “filled with client and prospect meetings,” he says.

Chris focuses on developing financial plans geared to each individual client’s situation, ensuring that the strategies and tactics therein put the client on a path to reaching their financial goals. He works with Domani Wealth’s Investment Strategy Group, to monitor every client’s plan, making adjustments over time to re-align the plan as needed.

“One of the things I am proud of at Domani Wealth is how much we’ve grown in the past decade and more, enabling us to globalize and streamline many of our services. This helps us serve clients better than ever and has allowed us to grow a deep bench of expertise on our team,” Chris says.

Chris is also the leader of our firm’s Business Retirement Plan Group, supporting our team members as we assist plan sponsors (employers) and business owners with the design, implementation, and administration of their retirement plan offerings. We take pride in how we formulate these plans to help companies meet the goals for their benefits programs, budgets, and employee needs.

As Domani Wealth is a fiduciary advisor, Chris and our team never offer products because they will result in a commission or higher compensation (we are fee-only!). We offer solutions that are in the best interest of our clients.

Domani Wealth’s commitment to accountability is the core value that most resonates with Chris. “It requires each of us to hold one another accountable in everything we do, so that we can deliver our best to every client we have,” he says.

In his free time, you can find Chris enjoying a day at the beach, a round of golf, or spending time with his wife and three daughters. He is also an avid Baltimore Ravens fan and season ticket holder.

 

PROFESSIONAL ACCREDITATIONS & EDUCATION 
  • Accredited Investment Fiduciary®
  • MBA Finance, Loyola University Maryland
  • BS Finance, King’s College (PA)
PROFESSIONAL MEMBERSHIPS 
  • Financial Planning Association
  • Financial Planning Association of Central PA
COMMUNITY INVOLVEMENT (CURRENT AND PRIOR)
  • York County Estate Planning Council, Steering Committee Chairperson
  • Leadership York Alumni Engagement, Steering Committee
  • York Benevolent Association, Vice President
  • Windy Hill on the Campus, Board Member/Treasurer
  • Rotary Club of Hanover, PA
  • Hanover Country Club, Membership Committee

 

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Domani is engaged, or continues to be engaged, to provide investment advisory services.

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