A complete list of active advisors currently associated with Crone Wealth Management, PLLC

Warmer can help you find a great advisor at Crone Wealth Management, PLLC or one who fits your needs even better.

Crone Wealth Management provides investment advisory and portfolio management services primarily to high‑net‑worth individuals and retirement plans, including defined benefit plans and participant‑directed defined contribution plans. The firm offers these services through the SEI Asset Allocation Program—allocating client assets among SEI mutual funds and Private Client Models—and also provides non‑securities advice on estate planning, insurance and annuities. The firm’s investment process begins with a risk‑tolerance assessment and selection of an appropriate SEI model allocation, with periodic automatic rebalancing of fund allocations according to model tolerances. Accounts are managed on a non‑discretionary basis, clients retain control over investment decisions and may impose restrictions, and the firm does not accept custody of client assets or vote client proxies. What is distinctive about the firm is its pension consulting capability and prior pension‑plan consulting experience, a service offering that is relatively uncommon among independent advisers. The firm also emphasizes serving HNW and retirement‑plan clients rather than broader non‑HNW retail clients, maintains a typical account guideline of $150,000, and currently advises approximately $48.6 million on a non‑discretionary basis.

To learn more about the advisors currently working at Crone Wealth Management, PLLC, 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.