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Chris Butz, ChFC®, CFP®

Chris Butz, ChFC®, CFP®

Principal,
Financial Advisor

Financial Advisors

Chris Butz is a wealth management advisor and part of the Strategic Advisor Group.

Chris joined CAPTRUST in 2015 as a principal, financial advisor with the firm’s partnership with MFP Strategies and co-leads the Strategic Advisor Group, a division within CAPTRUST that provides multigenerational business and estate preservation, wealth planning, investment advisory, and life insurance strategies. The Strategic Advisor Group team works with many industry leading companies, their owners and executive teams, as well as families with substantial wealth, family offices, and high net worth individuals. Previously, Chris served as partner and has worked in the industry for over 20 years.

Education

  • Bachelor of Science degree in finance from Kutztown University

Industry Designations

  • Chartered Financial Consultant®
  • CERTIFIED FINANCIAL PLANNER™

Industry Involvement

  • Advisory Board Member, M Financial Due Care
  • Advisory Committee Member, Lincoln Financial Product

Memberships

  • Member, Estate Planning Council of the Lehigh Valley
  • Member, Board of Associates, KidsPeace Lehigh Valley

News & Resources

View All News and Resources