About
Nevis Financial is an independent financial services firm offering a wide range of service options to clients. Named after a mountain in Scotland (Ben Nevis, the highest mountain in the British Isles and pictured on our ‘home’ page) our firm is focused on helping clients achieve their financial goals.
Most of our clients engage us to do fee-based financial planning, finding that this arrangement gives them confidence that the advice they receive is unbiased and focused on their best interests. This means that we are available for help and consultation throughout a designated contract period with no ‘sales’ pressure. Being independent means that we can also help our clients implement their plan, whether it is simple or complex, through investment advisory services, customized insurance brokerage or referrals to other professionals such as estate attorneys or CPAs.
We want to be 'that group' that clients rely on as they work to make important or difficult decisions when it comes to their financial picture.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Cash flow and debt management
- Long term planning for retirement, education or other goals
- Investment strategies
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Let us help you create an approach that is designed to address your individual situation.
Chris Cahoon is the financial planner behind Nevis Financial. With a business degree background, 13+ years’ experience in the field, and credentials (Certified Financial Planner™ (CFP®)) indicating that he meets the highest professional standards in the industry, Chris is ready to take on your challenges.
He has worked in a variety of settings in his professional career, from large firms to small partnerships, and has come to feel that the best fit for client-centered, individualized service is a smaller, independent organization that is nimble, flexible and responsive. Such an organization can adopt new technologies as they become available, respond effectively to changing market or political realities, and evolve as new 'best practices' are developed. He built Nevis financial around those parameters.