A complete list of active advisors currently associated with Crionna Wealth LLC

Warmer can help you find a great advisor at Crionna Wealth LLC or one who fits your needs even better.

Crionna Wealth provides fee-based investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers discretionary portfolio management, tailored financial plans, and consulting for qualified retirement plans. The firm implements a custom, tactical allocation approach using fundamental analysis and a mix of exchange-listed securities, mutual funds, ETFs, fixed income, and cash positions that can be used as a hedge; strategies include both long-term and short-term purchases and occasional specific stock recommendations to adjust sector weightings or dividend exposure. Client portfolios are managed on a discretionary basis with investment decisions tied to individual objectives, risk tolerance, and periodic reviews. Compared with many peers of similar size, the firm also provides institutional-style retirement plan consulting—including the ability to serve as an ERISA Section 3(38) discretionary fiduciary or a Section 3(21) advisor—and offers participant education, plan surveys, and vendor evaluations. The advisory team is led by a CFP professional and maintains operational policies such as leaving proxy voting with clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Crionna Wealth 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.