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.

The firm provides discretionary investment management and project-based financial planning to individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. It operates as a fee-only independent adviser with a small client base and concentrates on tailoring portfolios and one-time planning engagements to individual client circumstances. Its investment approach emphasizes asset allocation guided by Modern Portfolio Theory and a mix of passive and active strategies, employing stocks, bonds, mutual funds, ETFs and, at a client’s request, limited cryptocurrency exposure. The firm develops personalized investment policies, manages accounts on a discretionary basis, and uses institutional custodial platforms while implementing trades on an individual account basis and relying on custodian statements for reporting. Compared with many solo independent advisers, the firm’s client mix notably includes charitable organizations and business clients, and it offers business-planning consulting within its planning services—features that are relatively uncommon for a firm of this size. It maintains a fee-only model, limits planning engagements to project-based work (having discontinued ongoing financial planning), does not use performance-based fees, and has no broker-dealer affiliations.

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.

Name	Location	Years of experience
Donald Wales	Dunwoody, GA	10

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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