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Chip Coughlin AIF®, RMA®, BFA™, CWS®, AAMS®

Chip Coughlin AIF®, RMA®, BFA™, CWS®, AAMS®

Owner / President

Chip Coughlin is a Wealth Manager with a passion for helping people pursue their financial goals while seeking to protect their assets. By understanding each client’s personal situation, goals, and risk tolerance, he helps guide clients through the accumulation of assets in their early years to the distribution phase in retirement. While he advises many groups of clients, he is most known for advising physicians and pre-retirees on how to develop strategies designed to help accumulate and protect their assets.
To work towards the best interests of his client, Chip Coughlin has the following designations:

  • Accredited Investment Fiduciary®
  • Retirement Management Analyst®
  • Behavioral Finance Advisor™
  • Certified Wealth Specialist®
  • Accredited Asset Management Specialist®

Chip likes to spend time with his family in the Adirondacks and on the coast of Maine when he is not working hard for his clients.