Business Details
Your Trusted Partner for Comprehensive Financial Planning
Crescent Wealth Partners is a dedicated financial advisory firm committed to empowering clients through comprehensive wealth management solutions. With decades of combined experience, our team prioritizes personalized guidance tailored to each client's unique financial journey. We specialize in holistic financial planning, including investment management, tax strategies, estate planning, and retirement solutions. Our mission is to provide transparent, unbiased advice while treating every client as an extension of our family.By eliminating conflicts of interest inherent in traditional brokerage models, we focus solely on our clients' best interests. Our collaborative three-phase process ensures continuous alignment with evolving goals, supported by quarterly reviews and access to industry experts. Serving families and businesses across 31+ states, we combine data-driven algorithms with compassionate service to help clients grow, protect, and manage their wealth effectively.
Services
Wealth Management
Tax Planning
Estate Planning
Retirement Planning
Investment Planning
Cash Flow Strategy
Risk Management
Asset Management
Financial Planning
Legacy Planning
Highlights and features
- We provide holistic financial planning beyond basic investment management
- Our team holds advanced certifications including CFP, CRPC, and APMA designations
- We operate as independent fiduciaries with no product sales conflicts
- Our three-phase collaborative process ensures continuous goal alignment
- We combine data-driven investment algorithms with personalized service
What people say
Professional Staff
Great client services
True advisory group
Consistently making me feel
Bucket chart analyses
Services
Wealth Management
Our comprehensive wealth management services help clients grow, protect, and transfer assets effectively. We develop customized strategies addressing investment management, tax efficiency, and risk mitigation. With a focus on long-term financial security, we help clients navigate complex financial decisions while maintaining clear communication and transparency throughout the process.
Tax Planning
We provide strategic tax planning solutions to minimize liabilities and maximize returns. Our approach considers current regulations and future implications across all financial decisions. By integrating tax-efficient strategies into comprehensive plans, we help clients optimize their financial outcomes while maintaining compliance with evolving tax codes.
Estate Planning
Our estate planning services ensure proper asset distribution while minimizing tax burdens. We work closely with clients to create legally sound plans that reflect their wishes. Through coordinated strategies involving trusts, wills, and beneficiary designations, we help preserve wealth for future generations.
Retirement Planning
We develop personalized retirement plans addressing income needs, lifestyle goals, and longevity concerns. Our approach considers multiple income sources, healthcare costs, and market risks. Through regular reviews and adjustments, we help ensure clients maintain financial security throughout their retirement years.
Investment Planning
Our investment planning services utilize data-driven algorithms and cost-effective solutions tailored to individual risk profiles. We focus on long-term growth while maintaining proper diversification. Regular portfolio reviews ensure alignment with changing market conditions and evolving client objectives.
People
Brian Grogan
Founding Partner, CRPC
Certified Retirement Planning Counselor with 20+ years experience guiding clients through financial decisions. Holds Series 65 and insurance licenses. Committed to educating clients and creating lasting financial solutions.
Merceditas Z. de Padua
Private Wealth Consultant, APMA, CRPC
Accredited Portfolio Management Advisor with 20+ years in financial planning. Combines CRPC and APMA expertise to create client partnerships. Specializes in transitioning corporate executives to financial advisory services.
Brent Hillerich
Founding Partner, CFP
Certified Financial Planner with 20 years of personal financial planning experience. Former corporate finance professional focused on creating client-specific solutions. Committed to making financial planning accessible and effective.
Stephen Coopersmith
Financial Advisor, CFP, CIMA
Certified Investment Management Analyst and Financial Planner with dual finance/accounting degrees. Combines technical expertise with practical financial guidance. Specializes in creating long-term wealth preservation strategies.
Dwight K. Montgomery
Private Wealth Consultant
Certified Financial Planner and Kingdom Advisor with 30+ years of experience. Focuses on faith-based financial stewardship and business succession planning. Helps clients align financial decisions with personal values.
Questions
What services does Crescent Wealth Partners offer?
We provide comprehensive financial planning including investment management, tax strategies, estate planning, retirement solutions, and risk management tailored to individual client needs.
How does your financial planning process work?
Our three-phase process includes financial reality analysis, customized solution development, and ongoing implementation with quarterly reviews to ensure goal alignment.
Are you licensed to work with clients nationwide?
We serve clients in over 31 states through properly licensed advisors who comply with each state's regulatory requirements.
How do you charge for your services?
We use transparent fee structures based on services provided. Our fiduciary responsibility ensures recommendations prioritize client interests over commission incentives.
What makes Crescent Wealth Partners different?
We combine independent fiduciary status with advanced certifications and personalized service, avoiding conflicts of interest found in traditional brokerage models.
How often do you review financial plans?
We conduct quarterly reviews and provide ongoing adjustments to maintain alignment with changing life circumstances and market conditions.
