ClimbWise Financial Planning

The Top 2%. 🏔️

We are thrilled to be featured in The Advocate, highlighting our founder and lead advisor, Chris McGhee’s journey to becoming a CERTIFIED FINANCIAL PLANNER® professional.

Earning the CFP® is one of the most rigorous paths in finance. To do so after nearly four years of coursework, exams, and late-night studying—all while building a business and doing life—is a testament to the "stay the course" philosophy we preach here at ClimbWise Financial.

As a Black financial professional in a field where fewer than 2% hold this credential, Chris is committed to leading by example and providing elite, specialized strategy to our clients. While we currently serve families in 26 states, that number is only growing, and we are truly honored by the trust our clients continue to place in us as we grow together.

Plan. Ascend. Enjoy.

See the full feature here: http://spr.ly/6185hmhUW

New year, new heights. Here’s to smarter moves, stronger goals, and climbing higher in 2026 with ClimbWise.🥳

Celebrating the season of gratitude, growth, and teamwork. Wishing everyone a very Merry Christmas🎄

We are thrilled to announce that our Founder and Lead Advisor, Chris, has achieved the prestigious CERTIFIED FINANCIAL PLANNER® designation!

This significant milestone reflects Chris's dedication to providing exceptional financial planning services. The CFP® designation is a testament to one's commitment to rigorous standards in education, experience, and ethics. Delivering a holistic approach to investments, retirement, tax, insurance and estate planning, while keeping the best interest of clients at the forefront, are achieved at the highest level with this designation.

At ClimbWise Financial Planning, we pride ourselves on comprehensive financial expertise and a steadfast fiduciary commitment to putting clients first. This designation helps bring more power to that promise!

Chris is especially proud to be among the mere 1.9% of CFP® professionals in the United States that are African American.

This achievement not only enhances our ability to provide strategic guidance but also underscores our mission to help our clients go from today to mortality accomplishing their goals without financial worry.

Plan. Ascend. Enjoy.

Best Days Ahead!

This season, we’re grateful for the trust you place in us. Happy Thanksgiving from all of us at ClimbWise! 🦃

Happy Veterans Day from ClimbWise!

On this Veterans Day we are reminded of the enormous sacrifices our veterans have made to keep our country safe! 🇺🇸

On Saturday, ClimbWise hosted a learning event for kids ages 8-13 who got a chance to learn about saving, interest, and smart money habits. This was an impactful and insightful morning that our team to help educate and inspire the next generation. We demonstrated how important financial literacy is, while also enjoying pickle ball and great food!

This event was a hit and we wanted to thank all the families who came out and joined us as well as Court to Table for hosting us.

Happy back to school week! Super thankful for our hardworking teachers who help keep our kids educated.

🎾Nothing like a little friendly competition to strengthen our team spirit! Our team enjoyed some time together last Friday afternoon.

You should have a plan for your money after retirement—and that plan should keep an eye on taxes. Let’s take a look at how one financial tool is taxed. Reach out to our team, and we can further discuss.

How Is an Annuity Taxed? The tax rules for retirement accounts can be complicated, so you might wonder: Are annuities taxable? We break down how tax rules apply to annuities.