A complete list of active advisors currently associated with Crawford Advisory Group, LLC

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

Crawford Advisory Group works with individuals, small businesses, estates and trusts to provide comprehensive financial planning and discretionary investment advisory services. Offerings include business valuation and cash-flow management, retirement and pension planning, tax and estate planning, and implementation of investment strategies through advisory programs or commissionable products. The firm’s investment approach emphasizes long-term portfolio growth tempered by tactical adjustments, combining strategic asset allocation with both technical (e.g., point-and-figure, relative strength) and fundamental analysis. Accounts are managed on a discretionary basis using the VISION2020 Advisor Managed Portfolios platform, with custodial and clearing services provided through Pershing/Osaic and at least semiannual reviews offered to clients. A distinctive feature is that the firm’s advisory representatives are also registered representatives of Osaic and licensed insurance agents, and the adviser may implement recommendations through commission-based securities and insurance products, which can present conflicts of interest. Crawford reports managing roughly $17.3 million on a discretionary basis, a scale that clients may want to consider when assessing how fee and commission incentives are addressed.

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