Kristopher “Kris” Lewis, CFP®
Wealth Manager
With 12 years in wealth management and 9 years as a Certified Financial Planner™, Kris brings deep expertise and a genuine care for the people he works with. He’s here to help you navigate your financial life with clarity and confidence.
Kris began his career at Vanguard in 2014, where he spent over a decade working with individual investors, retirement plan participants, and small business owners. He earned his CFP® designation in 2017 and went on to serve high-net-worth clients as part of Vanguard’s Personal Advisor Services team — managing portfolios, guiding clients through complex planning decisions, and mentoring fellow advisors along the way.
In 2025, Kris joined Tuttle Wealth Partners to continue doing the work he loves: building long-term relationships and helping clients navigate financial decisions at every stage of life. His experience spans retirement planning, investment management, and tax-aware strategies. He also holds active licenses in Life and Accident & Health Insurance, allowing him to bring a well-rounded perspective to each client’s financial picture.
Kris is known for his calm, hands-on approach and his ability to make even the most complex topics feel approachable. Whether you’re just getting organized or working through a significant financial transition, he’s here to help you move forward with confidence.
Book a discovery meeting
Schedule a complimentary 30-minute conversation with Kris to share where you are and what you’re working toward.
Share your financial picture
After you schedule, we will send a brief factfinder survey to help Kris better understand your financial situation, goals, priorities, and what is most on your mind. This allows your introductory call to be more meaningful, productive, and centered around the questions and decisions that matter most to you.
Receive a tailored plan
Based on your introductory meeting and factfinder survey, Kris will outline a personalized approach for your needs and explain what working with Tuttle Wealth Partners could look like for you.
Move forward with confidence
Once your service proposal is prepared, Kris will walk you through the recommendations, answer your questions, and help you understand what the next steps would look like. If it feels like the right fit, we will guide you through onboarding and begin working toward the financial future you are building.
Start a Conversation with Kris
Have questions or ready to schedule an introductory call? Complete the form below, and our team will follow up with the next steps.