Chip Workman CFP® | Sr. Wealth Advisor, Sr. Director | Mercer Advisors
Chip Workman headshot

Chip Workman

CFP®
Sr. Wealth Advisor, Sr. Director

It’s not the plan, it’s the planning. Our team can help you amplify your wealth, simplify your finances and optimize your ability to realize true Economic Freedom™.

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:

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

At Mercer Advisors, we operate as a unified team. Get to know the teammates Chip counts on — and how they work together to support you.
Suzanne Randolph

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

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

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

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