MADISON, Conn. – Warner Wealth is pleased to announce that financial advisor Chris Mongeon has joined the firm, further strengthening its commitment to delivering comprehensive wealth management services to individuals, families, and business owners, now expanding into Massachusetts.
Mongeon joins Warner Wealth following a thoughtful search for an advisor whose values align with his own commitment to client relationships and personalized service.
"From my first introductions to the family at Warner Wealth, I realized this is where I wanted to be," said Mongeon. "Seeing their care and commitment to clients and each other solidified this for me. The Warner Way aligned perfectly with my core values."
"We are excited to welcome Chris to Warner Wealth," said James A. Warner, CFP®, Lead Wealth Advisor & Chief Executive Officer. "Chris has earned the trust of his clients through genuine care, integrity, and an unwavering commitment to helping others. These are values that define our culture, and we look forward to supporting his continued growth as part of our team."
As part of Warner Wealth, Mongeon will be supported by a multidisciplinary team of advisors, financial planners, client service professionals, tax specialists, and insurance consultants. This collaborative approach enables clients to benefit from coordinated strategies across all areas of their financial lives, including investment management, financial planning, tax planning and preparation, insurance solutions, retirement income planning, and Medicare guidance.
For Mongeon, the opportunity to join Warner Wealth was about more than expanding available resources. It was about becoming part of a team that shares a common purpose and commitment to serving clients at the highest level.
Mongeon joins Warner Wealth during a period of significant momentum for the firm. In 2026, Warner Wealth was named to the Inc. 5000 list of America's Fastest-Growing Private Companies for the second consecutive year, ranking No. 1,712 nationally, No. 129 among Financial Services firms, and No. 11 among Connecticut companies.
The addition of Mongeon reflects Warner Wealth's continued investment in attracting talented professionals who share the firm's mission of helping clients make informed financial decisions and pursue their goals with confidence.