WELLth Financial Planning -

TAOfficial Account

Chris is a super knowledgeable, down-to-earth advisor and great friend. He simplifies complex topics and makes it easy for me not to worry about my finances. There's no one I'd trust more in than Chris.

Suellen Bottorf

Chris has been very helpful as I entered into (unexpectantly) and continue on my retirement journey.
He is quick to respond to my emails or texts and is very willing to research for the correct information and answers. I really feel he has MY best interests at the forefront of our business dealings.
I live several hundred miles from his place of business, but feel like he is always available. I highly recommend WELLth Financial Planning!!

Alyssa Thomas

Chris is extremely talented and very helpful, he goes out of his way to help with not only his years of experience but also with kindness. You won’t find a better person to work with than him, he will go above and beyond every time and find solutions to any problem you may have. Definitely will continue to work with him and tell everyone I know to do the same!

Natalie Meldrum

I’ve been a client here for a few years now. Chris is a pleasure to work with! He is very communicative and personable. He explains everything very thoroughly which helps me understand different options and choices I have. I highly recommend Wellth financial services!

Cortney Harden, LCSW, CMNCS

We recently started working with Chris at WELLth Financial Planning and have been thoroughly impressed with his knowledge, insight, and wealth of experience. So far he has gone above and beyond our expectations by diving right in and help us get things organized and set realistic goals. We highly recommend reaching out to him if you’re looking for a financial planner!

pamela pasi

If you’re new to investing or an old pro, checking out WELLth financial services is a must. Chris Diodato has every financial degree obtainable in his field and even earned the Dow Jones award. He is honest, personable and beyond fair. His approach to individual financial planning grabbed me from the get go and he has not disappointed. I feel safe trusting him as my financial advisor; and my portfolio supports that claim. Thank you WELL Financial!!

michael varano

I have been with WELLth now for almost 3 years. I was a professional bond portfolio manager for 40 years and have a number of bonds, including municipals in my retirement assets I wanted Chris to provide an allocation to the stock market, which has worked out wonderfully since the stock market has been up very sharply, especially over the last year or so. Additionally, Chris made an excellent recommendation to transfer some of my IRA into an Roth IRA since I’m in a much lower tax bracket since retirement. Chris is a very smart investment manager with the CFA designation and other awards. I highly recommend Chris

Mike N

I came across Chris and WELLth Financial Planning through the National Association of Personal Financial Advisors and decided to reach out. I have met with Chris twice now and plan to work with him regarding a financial plan and asset management moving forward. Chris is professional in his presentation, yet personable and has taken to time to really get to know me, my wife, and our financial situation and goals.

To me, this is a major difference when compared to the more traditional, larger investment management firms that I have worked with in the past. Sure, these advisors are engaged, but what they actually implement in regards to an investment strategy is mostly driven by the firms analysts, is applied to almost every client, and certainly benefits their bottom lines.

With Chris and WELLth, this feels different. We are are working on a financial plan tailored specifically to our needs and this is what will be implemented and managed. Including tax consulting, which I am finding out can be a huge savings in the long run.

Sure, Chris's fee only service will definitely save you a lot of money when compared to more traditional investment management, but beyond that, I really get the sense that Chris is working with me, for me, and is truly catering to my financial needs and goals.

Chris is very generous with his time and is generally pleasant to be around. Give Chris and WELLth a call, I think you will be pleased.