A complete list of active advisors currently associated with CRB Strategic Services LLC

Warmer can help you find a great advisor at CRB Strategic Services LLC or one who fits your needs even better.

CRB Strategic Services LLC advises individual and high‑net‑worth clients, providing investment management alongside ongoing and project‑based financial planning and educational seminars or speaking engagements. The firm operates as a fee‑only registered investment adviser and typically works with common asset types such as stocks, bonds, mutual funds, ETFs, and cash equivalents. The firm’s stated approach centers on resilience, using a framework of eight forms of capital (Financial, Social, Material, Living, Emotional, Knowledge, Cultural, and Time) and recommending non‑financial resources when those forms of capital are deficient. Clients may engage the firm on either a discretionary or non‑discretionary basis; the brochure discloses that about $7.7 million is discretionary while roughly $50.8 million is managed non‑discretionarily, and CRB uses a mix of fundamental, technical, tactical, passive, and active methods tailored to client objectives. Noteworthy differences from many peers include the unusually large share of assets managed on a non‑discretionary basis and the firm’s active offering of seminars and speaking engagements, both identified as statistically uncommon for similar independent, single‑advisor firms. The brochure also highlights distinctive planning practices—such as business planning, behavioral coaching, and referrals to unaffiliated third‑party professionals—and notes limited administrative use of AI‑enabled tools for meeting notes and documentation.

To learn more about the advisors currently working at CRB Strategic Services 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.