By: William Jones
If you spend any time thinking about what the wealth management industry is actually missing, it is not another portfolio model or a smarter algorithm. It is advisors who treat the person behind the money as the whole point of the work. That is precisely what Christopher Mackin has built his career around.
A Certified Financial Planner™, Certified Exit Planning Advisor, Karuna Reiki Master, venture investor, philanthropist, author of TRUE WELLTH, and a devoted explorer of both inner and outer worlds, Mackin spent 20 years inside the traditional financial system before reaching a point where the conventional model no longer matched what he believed advising could be. He left it to answer something deeper, stepping into the role he now fully inhabits as a WELLTH Advisor, devoted to helping wealth stewards move from a relationship with money rooted in scarcity and fear into one grounded in stewardship, purpose, and genuine abundance. Over that career, he advised more than 125 clients, and he is now based between Costa Rica, Florida, and New York. His case is that wealth with purpose is not the soft alternative to serious financial planning but the most serious version of it there is.
The “WELLTH” Philosophy Christopher Mackin Uses to Rewrite What Financial Success Actually Means
If you want to understand what drives Mackin, you have to start with WELLTH. Where conventional wealth management defines success through accumulation alone, his whole-life wealth strategy defines it as a life built on purposeful creation, conscious connection to community and nature, and generous, aligned giving. It is a framework that sounds philosophical right up until you see how practically it works.
His latest book, “TRUE WELLTH,” asks what money is actually for. He describes it as a new framework for prosperity, one that treats wealth as both a practical discipline and an inner practice, weaving financial strategy together with mindfulness, values, and purpose. Chapter by chapter, the book takes up the questions most people avoid, from building a financial roadmap aligned with the life they want, to meeting money’s inevitable ebbs and flows with steadiness, to opening the honest conversations about wealth that most families never have. It reads less like a money book than an invitation to think about life worth alongside net worth.
He began at AXA Advisors straight from college and spent years learning the financial system from the inside. A deliberate move to a Registered Investment Advisor model followed, giving him more freedom to build what he actually believed in. What reshaped everything, though, was a transformative experience in Sedona that ignited his spiritual path and drew him into energy work and the integration of finance, nature, and human consciousness. It changed how he advises, and it changed how he understands the role wealth is meant to play in a human life.
Why Christopher Mackin’s Values-Based Approach Goes So Much Further Than ESG
Working alongside his sister Michelle as equity partners at OnePoint BFG Wealth Partners, Mackin spent more than two decades advising visionary leaders, next-generation wealth stewards, C-suite executives, and owners of purpose-driven businesses. He built comprehensive wealth strategies that accounted for financial goals and, just as much, the full complexity of who a client was and what they genuinely wanted to create. Over time he came to recognize that spreadsheets and investment portfolios alone could never answer the deeper questions clients were asking about purpose, fulfillment, legacy, and the role wealth should play in their lives. That realization led him to step away from the traditional wealth management industry and dedicate his work to advancing a broader philosophy of TRUE WELLTH, one that integrates financial strategy with human flourishing, stewardship, and conscious capital allocation.
His approach to values-based wealth goes far beyond ESG fund screening. It is reflected in how he deploys his own capital and structures his businesses, including a commitment to direct a minimum of two percent of annual revenue toward environmental initiatives, his leadership roles with organizations focused on ocean conservation and regenerative communities, and a deeply personal mission: to elevate human consciousness, protect the Earth’s oceans, and help create a world where access to clean water is available to every living being. He is also the founder of Sacred Ohms, co-founder of Arcadia, and a board member of Far Away Projects, a nonprofit supporting global social impact initiatives. Each is a lived extension of the worldview running through every conversation he has.
The finance industry has recognized it, naming him a Forbes and Shook Top Next-Generation Wealth Advisor three times, on their “Best In-State Next-Gen Advisors” list in 2019 and “America’s Top Next-Generation Wealth Advisors” in 2017 and 2018, then placing him on the AdvisorHub Top 250 Advisors to Watch RIAs list in 2025.
How Christopher Mackin Brings a Spiritual Dimension to Wealth Planning
What most distinguishes Mackin’s work is his belief that our relationship with money is ultimately a reflection of our relationship with ourselves. While traditional advisors are trained to optimize portfolios and financial plans, his work begins with the beliefs, values, and patterns that shape every financial decision. As a Holy Fire III Karuna Reiki Master, he integrates contemplative practice, behavioral insight, and financial wisdom into a process designed to help clients cultivate greater clarity, alignment, and intentionality. His conviction is that lasting financial wellbeing is not achieved solely through better strategies, but through a healthier relationship with money itself.
His discovery process explores seven interconnected dimensions of life, helping clients articulate what they truly value, the impact they hope to have, and the legacy they wish to leave behind. From that foundation, the work is aimed at making financial decisions expressions of purpose rather than reactions to fear, so that wealth is considered alongside personal fulfillment, family relationships, and stewardship across generations.
Why Christopher Mackin Argues Wealth and Purpose Strengthen One Another
The people who seek out Mackin have often achieved what society defines as financial success. They’ve built businesses, accumulated or inherited wealth, and reached milestones they once believed would bring lasting fulfillment. Yet many arrive with a quiet realization that financial success, while meaningful, is only part of a well-lived life.
Rather than asking how to maximize returns alone, they begin asking different questions: How can my wealth reflect my values? What impact will it have on my family, my community, and future generations? How do I create a legacy that extends beyond financial assets?
These are the questions at the heart of Mackin’s work.
His philosophy begins with the belief that wealth is more than a balance sheet. It is an expression of our decisions, relationships, and values. By helping clients gain clarity around what truly matters to them, he supports a more intentional approach to how wealth is created, experienced, governed, and ultimately shared. The goal is greater alignment between a person’s resources and their purpose, without losing sight of their practical needs.
Conversations about wealth often begin and end with performance. Mackin invites a different perspective, one where the greatest return is measured less by what we accumulate than by how wisely we steward what has been entrusted to us.
Disclaimer: This article is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. Consult a qualified financial advisor for advice specific to your situation.
