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Giving Wings to Financial Journeys

When we say our clients are like family, we mean it. From kitchen table discussions to attending personal milestones and events, we're there for our clients every step of the way. Our dedication goes beyond numbers; it's about making a difference in the lives of those we serve.

Welcome to the LeCroy Wealth Advisors family.

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Announcing LeCroy Wealth Advisors

Our Story and Our Purpose

With a legacy spanning over 26 years, our practice is built on the foundations of trust, integrity, and dedication. Having learned from two esteemed financial advisors, we bring a wealth of experience and knowledge to every client relationship. We're driven by our passion for focusing on investment portfolios rather than revenue targets. Our small but powerful team treats each other and our clients like family, providing attentive and personalized service that extends beyond financial matters.

About Us
Meet Your Dedicated Team at LeCroy Wealth Advisors

Meet Your Dedicated Team at LeCroy Wealth Advisors

At our firm, we believe in working for our clients, not just with them, ensuring that every relationship is built on trust and customized to address individual needs. We prioritize availability and direct communication. When you call, you speak directly to us, and we're here to help with more than just your investment portfolio. We have served clients in all stages of life and are excited to support you as we develop a financial plan suited to your needs.

Stay Up-to-Date with the Latest Market Insights

Stay Up-to-Date with the Latest Market Insights

Our affiliation with LPL Financial provides us with resources and tools from LPL Research to share. A Weekly Market Commentary is released each Monday, which includes the latest news and statistics to keep you informed. Click the button below to view the latest version.

About LeCroy Wealth Advisors

Our Approach

Our Approach

From managing investment risk to developing communication plans, we're here to help you navigate the complexities of the financial world with a fresh, open approach.

Our History

Our History

We have built our practice on assisting business owners in planning for business transition and retirement. We aim to provide service tailored to our client's values and goals.

Our Future

Our Future

Launching our brand marks an exciting new chapter for us, allowing us to return to our roots of serving clients, where we can continue to build meaningful relationships.

Powered by LPL Financial

As financial advisors within LPL Financial’s employee advisor channel, we have access to a wide range of resources and tools that enable us to create personalized financial strategies. This includes robust financial planning software, market research, and investment analysis tools, as well as a diverse selection of investment options from various providers.

This alignment of interests fosters a relationship built on relationships and transparency, enabling us to develop personalized strategies that truly address the unique needs and circumstances of each individual client. Additionally, ongoing professional development, training, and compliance support help us stay updated on industry best practices, regulatory changes, and financial planning techniques.

Resources, Insights, and Featured Articles

Browse our featured articles in our Resource Center and Insights pages to learn more about an array of topics from Retirement or Estate Planning to Investments and Tax resources, and much more.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Learn More
Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
Learn More
Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Learn More

Our Team

Chris LeCroy

Chris LeCroy, CPFA®, CRPC®

Senior Vice President, Financial Advisor

(864) 643-2650

(864) 643-2649

Yolanda Green

Yolanda Green

Client Service Associate

(864) 643-2651

(864) 643-2649

What Our Clients Are Saying:

What has your experience been like working with Chris LeCroy?

"Chris has always been personable, professional, and his knowledge of the financial world has been spot on. Growing older is sometimes challenging. Decisions were easier with Chris's advice." 

This statement is a testimonial by a client of the financial professional as of 03/02/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

What Our Clients Are Saying:

What has your experience been like working with Chris LeCroy?

"Excellent. Chris is competent, experienced and completely forthright. Don't hesitate to meet Chris and discover his abilities."

This statement is a testimonial by a client of the financial professional as of 03/02/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

What Our Clients Are Saying:

What has your experience been like working with Chris LeCroy?

"Excellent, knowledgeable, keeps us updated and informed on market trends. Everything one needs to know."

This statement is a testimonial by a client of the financial professional as of 03/02/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

What Our Clients Are Saying:

What has your experience been like working with Chris LeCroy?

"A good experience. Chris is always up to date, knowledgeable, and available to answer questions. His advice is sound. He is trustworthy."

This statement is a testimonial by a client of the financial professional as of 03/02/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

What Our Clients Are Saying:

What has your experience been like working with Chris LeCroy?

"We have been working with Chris directly for over ten years, and before then, Chris was my father's Financial Advisor. Collectively that has been more than 20 years. It was an easy decision for us to become his client. He is thoughtful, fair, and easy to work with."

This statement is a testimonial by a client of the financial professional as of 03/09/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.


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Contact Us Today

When you call, you speak directly to us, and we're committed to serving you in the way you want to be served. We bring a wealth of experience and knowledge to every client relationship. Our team treats our clients like family, providing attentive and personalized service that extends beyond financial matters.