Client Centered

Water Street Financial was founded by Chris Cotterell and Ryan Oates on January 1, 2016. Prior to its formation, Chris and Ryan worked in the investment division of First Bank also known as First Financial Advisors from 2008 until the formation of Water Street Financial.

During their time at First Bank, Chris and Ryan built the business segments of high-net-worth individuals, corporate retirement plans and institutional/endowment accounts. In October of 2015, they agreed to terms with First Bank to purchase the investment division and separate on amicable terms.

Chris and Ryan started Water Street Financial to create a personalized client experience and help people throughout their life journey. They envisioned a client experience that would be truly impactful to not only their clients lives, but those connected to them.

Water Street has since grown and continues to blend a strategic, goal-focused approach with personalization to your particular needs.

Here Are a Few Things That Characterize Us:

Customized

Advice customized to you and in your best interest.

Fiduciary

To our advisory clients, a legal commitment to your best interest at all times.

Independent

A personalized experience and direct access to us when you need it.

Experience

90+ years of combined experience to take care of your financial life.

Partnering with Us

Partnering with Us

Our process always starts by learning about our clients’ lives and/or professional and institutional goals. We then design a plan and investment strategy around those goals. As a firm, our main priority is bringing ease and comfort to your life. We believe in complete customization and incorporating a team approach to achieve this.

Secure Your Financial Future With Us By Your Side

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