Crown Financial Partners is a boutique wealth management firm dedicated to providing financial advisory services to high net worth clients and their families. Crown is best known for its integrity, depth of knowledge across multiple disciplines, and highly customized client solutions.
“People consult with Crown to get objective, honest, and helpful answers.”
Crown Financial Partners
The crux of our business is sharing honest, helpful advice. We believe that the cornerstone of authentic advice is not only knowledge, but principled integrity. As a result, we make sure to put the client’s needs and our ethical standing above all else. Our motto for each case we undertake is: “What would I recommend if this were my own family member?”
KNOWLEDGE, COMPETENCE, & INTEGRATION
Crown’s team of advisors has in-depth knowledge across a range of disciplines within the financial and insurance industries. This expansive scope of expertise allows for unique perspectives when advising clients. Crown’s platform of services includes sophisticated financial planning, wealth management, life insurance & estate planning, and risk management.
EMPOWERING CLIENTS THROUGH PLANNING & ADVICE
Crown is known for its ability to simplify complex financial situations, enabling families to make educated and informed decisions. Its client-centric planning and advisory approach help clients determine and achieve the goals that are most important to them.
Visit our office
We are located at 8665 Wilshire Blvd., Suite 200 Beverly Hills, CA 90211. Call or send us a message to arrange a meeting.
- Phone: (310) 734-5660
- Fax: (310) 734-5661
- Email: firstname.lastname@example.org