A complete list of active advisors currently associated with CRB Strategic Services LLC
Warmer can help you find a great advisor at CRB Strategic Services LLC or one who fits your needs even better.
CRB Strategic Services LLC works with individual and high-net-worth clients to provide investment management, ongoing and project-based financial planning, and educational seminars or speaking engagements. The firm offers a broad set of planning services — including business planning, retirement and estate planning, cash-flow and debt management, college savings, insurance review, and tax-awareness advice — delivered on a fee-only basis. The firm describes a resilience-focused investment and planning philosophy centered on eight forms of capital (Financial, Social, Material, Living, Emotional, Knowledge, Cultural, and Time) and uses tools to measure deficits and recommend non-financial resources (for example, gardening resources or counseling referrals) in addition to investment strategies. While it can act discretely on a discretionary basis, most client assets are managed non-discretionarily (approximately $7.7 million discretionary versus $50.8 million non-discretionary), and CRB employs a mix of fundamental, technical, cyclical, and tactical analysis in portfolio construction. Noteworthy distinctions in the brochure include the firm’s substantial non-discretionary AUM concentration and its explicit offering of educational seminars that are purely educational and do not provide individualized advice — both features that are uncommon among independent advisers. The firm also highlights operational practices such as being fee-only, limited use of AI tools for administrative note-taking only, a policy of not accepting cash or physical checks to avoid custody, and reliance on an institutional digital custody platform, which together shape how services and execution are delivered.
To learn more about the advisors currently working at CRB Strategic Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 11
|
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