A complete list of active advisors currently associated with Cresfund Advisors

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

Cresfund Advisors provides discretionary investment management and comprehensive financial planning to individuals (including high-net-worth clients), charitable organizations, and businesses. As of December 31, 2026 the firm reported approximately $13.678 million in discretionary assets under management across eight client accounts and operates with a single advisor. The firm implements portfolios using asset-allocation principles with a blend of passive and active strategies and advises primarily on stocks, bonds, mutual funds, ETFs, and cash equivalents. Financial planning is offered on both a project basis and as an ongoing engagement and can include business planning, employee-benefits optimization, estate and tax planning, retirement planning, and risk management reviews. Distinctive features include its recent formation and registration in 2025 and an unusually low client-to-advisor ratio, with quarterly account reviews and individualized plans for each client. Operational practices that may set the firm apart from peers include a policy not to aggregate or block trades, leaving proxy voting to clients, a principal-level Certified Kingdom Advisor designation indicating capacity for faith-informed planning, and the willingness to provide cryptocurrency advice at a client’s request.

To learn more about the advisors currently working at Cresfund 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.