"Our passion is to help clients and their families make well-informed life and financial decisions."

Crown Financial Partners

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.

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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.

Wealth Planning

Crown’s wealth management approach is based on a thorough understanding of its clients’ current circumstances and long-term goals. The firm believes in providing highly-customized solutions that accommodate clients’ unique family, financial, and charitable objectives. At Crown, consistent communication with clients allows for adjusting strategies as their lives and situations change.

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Estate Planning

Crown is often utilized by its clients to facilitate the estate & legacy planning process. This includes conversations around multi-generational financial planning, and philanthropic considerations. Given the complexity of the strategies involved, Crown collaborates with clients and their primary legal & tax advisors. When advising clients, Crown is sensitive to numerous income & estate tax issues.

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Risk Management

Crown and its strategic partners have vast industry knowledge and expertise in managing Private Client insurance needs. Crown’s clients are highly successful entrepreneurs and business professionals with substantial private assets and liability exposure. Crown’s insurance program helps clients protect their most treasured assets in both a coverage and cost-effective manner.

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