Chris Bixby, Senior Wealth Advisor

Chris Bixby, CFP®, EA, CLU®

Senior Wealth Advisor

Bellevue, WA

As a senior wealth advisor, Chris maintains a particular focus on tax, estate and retirement planning. Located in Bellevue, Washington, Chris helps families manage their financial complexities. Specifically, he works with clients to manage the tax and estate tax ramifications unique to achieving their financial goals.

Chris has more than two decades of industry experience. Prior to joining Mariner Wealth Advisors, he was a consultant at Merrill Lynch. He also spent six years at KeyBank where he worked with high-net-worth clients as a planner and wealth manager and led multiple teams. Chris’s past experience also includes the founding of his own firm, Bixby & Associates, where he served the tax, financial and investment needs of more than 400 families. He also previously served as vice president of financial planning at Alpha Omega Financial Services.

Chris has a bachelor’s degree in finance from Bob Jones University in Greenville, South Carolina, and a master’s of business administration degree, with honors, from St. Michael’s College in Colchester, Vermont. Chris is a CERTIFIED FINANCIAL PLANNER professional, a Chartered Life Underwriter, a Certified Advisor for Senior Living and an enrolled agent with the IRS.

Chris has served as an instructor for the National Association of Tax Professionals, the University of Vermont Extension Tax School, Champlain College and the H.D. Vest Financial Planning Institute. He has also been a contributing author for Land Grant University’s National Income Tax Workbook.