About Us

Enjoy every milestone as you build your life and legacy

At Countryman Financial, we believe every business and family deserves clear, practical guidance. We take the time to listen, map out your full financial picture, and build structured strategies that help you enjoy today while preparing for tomorrow. Our collaborative team of in-house specialists meets you where you are with tailored, hands-on support. With holistic planning and a down-to-earth approach, we help you pursue your goals at every milestone.

Your collaborative team of financial specialists

Your financial life includes many moving parts. You deserve a specialist in every one of them. We bring everything together under one roof, so you always have the right guide. Led by Chris Countryman, CEPA®, whose career spans wealth advisory, corporate administration, risk assessment, and insurance, our collaborative model helps ensure no detail is overlooked.

Personalized solutions for real-life decisions

Every client comes to us with a story, a challenge, and a future they want to protect. We listen first, then design clear, practical strategies that solve problems. With tools like Asset-Map, structured retirement income planning strategies, and concept-driven client education, we help turn uncertainty into understandable, actionable next steps.

Access decades of established experience

For more than 20 years, Chris Countryman and the team have helped individuals, families, and business owners navigate booms, busts, and turning points with grounded, experienced guidance. Clients receive direction informed by thousands of real scenarios. That deep bench of knowledge helps them make confident decisions today and stay on course for the long term.

Our Core Values

These principles reflect how we show up for our clients every day. They guide every conversation, every plan, and every recommendation.

One-Stop Financial Service

You deserve the full attention of a specialist in every part of your financial life. Our collaborative team brings services together under one roof to give you the guidance you need.

Solutions-Based Guidance

Every family has challenges to be solved, and we meet you where you are with creative answers. We listen, map the whole picture, and ensure there’s always a clear next step forward.

Time-Tested Experience

For decades, we’ve guided families and business owners through booms, busts, and life changes. We bring that practical experience to help you stay on course to your goals for years to come.

Education You Can Count On

We explain every recommendation and concept using clear financial concepts and examples, empowering you with the knowledge to make grounded financial decisions.

Build a plan that supports every step forward

Whether you're approaching retirement, expanding your business, or preparing the next generation, we’re here to help you move forward with clarity and confidence. See how our team can support your goals.

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