After more than 40 years of industry experience, Paul Chrisman formed an advisory team with his daughter, Colleen Chrisman, in 2022. Since then, they have been working together with clients to provide relationship-based wealth management services. Colleen focuses on the planning aspect of wealth management while Paul provides tailored wealth strategies and financial solutions.
Paul and Colleen are thrilled to create a father-daughter team, bringing tried and true perspectives to the practice. When they are not busy monitoring the financial markets, you can find Colleen walking her yellow Labrador named Ivy in downtown Washington, D.C. and Paul checking out local restaurants with his wife and their chocolate Labrador, Natty Boh.
At the Chrisman Group, our investment philosophy is grounded in a commitment to long-term wealth creation, risk management, and client-centric decision-making. We believe in the power of strategic asset allocation, diversification, and disciplined portfolio strategies to achieve our clients' financial goals.Our two-member team is dedicated to providing comprehensive financial solutions tailored to meet our clients' unique needs and aspirations. With Paul focusing on investing and Colleen on financial planning, we combine our experience to offer a holistic approach to wealth management
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
