Crest Wealth Advisors LLC

Crest Wealth Advisors is an independent, fee-only financial planning and investment management firm with a focus in helping people nearing or in retirement and high-earning, dual income families.

We understand that your financial life is complex, and making impactful decisions can be overwhelming. We bring clarity, intention and direction to your entire financial strategy, not just your investments like some firms. Through an ongoing partnership, we help ensure you make smart financial decisions by understanding your current situation, planning for ways to most effectively achieve your objectives and confidently navigating adjustments along your journey. 

Areas that we address include, but are not limited to, your investments, cash flow management, tax strategy, retirement plan, retirement income strategy, insurance & estate planning needs, equity compensation strategy and more.

Comprehensive approach, fee-only structure, fiduciary guidance and unparalleled service – that’s the Crest Wealth Advisors difference!