A complete list of active advisors currently associated with Crestone Financial Advisors, LLC

Warmer can help you find a great advisor at Crestone Financial Advisors, LLC or one who fits your needs even better.

Crestone Financial Advisors is a fee-only independent advisory firm that provides personalized financial planning and investment management to individuals and small businesses. Services described in the brochure include discretionary asset management, financial planning and non-discretionary consulting for matters such as tax, insurance, retirement and estate planning. The firm uses a mix of fundamental, technical and cyclical analysis in its investment process and offers both discretionary portfolio management and non-discretionary reviews of client accounts; as of December 31, 2025 it reported $35,238,332 in discretionary assets and $11,257,195 in non-discretionary assets. Financial planning is included for asset-management clients, while standalone, hourly planning is offered to clients who do not engage in ongoing management. Distinctive features in the brochure include an explicit held-away account service (non-discretionary allocation review and periodic rebalancing for ERISA and other workplace plan assets), a policy not to aggregate or “block” client trades and a practice of not voting client proxies (clients retain that responsibility). The firm also notes use of Advyzon for reporting, participation in an institutional program through Altruist for custody/trading services, and recent expansion of its state registration to include Colorado in August 2026.

To learn more about the advisors currently working at Crestone Financial Advisors, 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.

Name	Location	Years of experience
Micah Reish	Broadway, VA	15

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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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