A complete list of active advisors currently associated with Crestway Advisory Group

Warmer can help you find a great advisor at Crestway Advisory Group or one who fits your needs even better.

Crestway Advisory Group offers discretionary and non‑discretionary portfolio management and retirement‑planning services aimed at professionals, executives and business owners, and the firm’s most recent filing reports no current advisory clients or assets under management. The adviser also coordinates income‑planning recommendations through an affiliated insurance business rather than delivering those services directly from the advisory entity. Investment advice is customized to client goals and uses a blend of fundamental, quantitative, qualitative and technical analysis, with asset‑allocation and tactical strategies; the firm may employ ETFs, mutual funds, options and margin in client portfolios and conducts account reviews at least annually. In addition to portfolio management and planning, the firm produces educational content (blogs and videos), maintains a subscriber newsletter, and offers complimentary group workshops and courses; financial planning is offered on an hourly basis. Compared with many investment‑manager peers, the firm’s brochure highlights several uncommon features: an affiliation with an insurance company and personnel who act as independent insurance agents, acceptance of certain commissions for product sales, and an ongoing program of periodicals, online videos and educational seminars. The combination of insurance‑related activities and the use of hourly planning fees is disclosed as a potential source of conflicts of interest and is presented in the firm’s regulatory disclosure.

To learn more about the advisors currently working at Crestway Advisory Group, 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.