Meet Chip
Chip began his career in the financial services industry in 2002. In his current role, he serves as a Market Leader for the Ohio Valley and Tennessee/Nashville areas. Prior to joining Mercer Advisors in 2022, Chip was the President of The Asset Advisory Group, a wealth management firm in Cincinnati. Chip is a CERTIFIED FINANCIAL PLANNER® professional. He holds a Master of Business Administration from Xavier University in Cincinnati and a bachelor’s degree from Miami University in Oxford, Ohio.
Chip’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Chip has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Chips spends time listening to understand what the client wants to accomplish and then applies planning principles to design an effective path for helping them reach those goals.
Chip in real life
What keeps you busy outside of work?
I love to travel, golf, and fish, but most of my time outside of work is spent with my wife, our two daughters, and our family dog.
How do you give back?
I’m proud to serve on several local boards throughout our community.
Any words you try to live by?
“Anything worth having is worth taking care of.”
Chip’s snapshots
Meet Chip’s Teammates
Suzanne Randolph
Manager, Client Service
What Chip Says
Suzanne and I have been working together for around 10 years. Clients deeply value her work on their behalf as a trusted part of the team.
James Johnstone
Sr. Estate Planning Strategist
What Chip Says
James is one of several of our outstanding Estate Planners who I’ve had the pleasure to work with. He takes great care in helping ensure our clients’ estate planning needs meet their wishes and are strategically positioned to address estate tax or other potential contingencies.
Jonathan Gossens
Sr. Investment Strategist
What Chip Says
Jon and his team have been integral in building investment strategies for our clients, particularly those with more complex needs than others.
Articles by Chip
What To Look For in a Severance Package After Layoff
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