A complete list of active advisors currently associated with Crescent Lake Advisors

Warmer can help you find a great advisor at Crescent Lake Advisors or one who fits your needs even better.

Crescent Lake Advisors is a state-registered investment adviser that works with individual and high-net-worth clients, offering tailored portfolio management alongside financial planning services ranging from single-topic plans to an ongoing comprehensive planning engagement. The firm also provides advisory reviews of held-away accounts, including retirement plans, private investments, and investment properties, and will make recommendations for rebalancing or strategy implementation. The firm’s investment approach emphasizes asset allocation and passive, long-term buy-and-hold strategies using low-cost index mutual funds and exchange-traded funds, with client-specific investment policy statements used to set targets and constraints. Crescent Lake Advisors states it operates on a non-discretionary basis—seeking client authorization before executing trades—and recommends custodians while generally not aggregating block trades across accounts. Distinctive aspects of the firm include a practice element that may tie access to investment management to its ongoing comprehensive planning service and a disclosure that the firm was formed recently and currently reports no firm-level assets under management. The brochure also discloses that the principal maintains substantial outside employment in the asset/property sector, a time-allocation detail that prospective clients may consider when assessing availability.

To learn more about the advisors currently working at Crescent Lake Advisors, 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.