Smart advice. No strings.
Crewson Financial offers financial planning and investment advice on an hourly or fixed-fee basis.
No products. No commissions. No percentage AUM fees. Just clear guidance - without paying for assets you already own.
About Andy
Andy founded Crewson Financial with a clear mission: to help people make smarter, more confident financial decisions—and avoid leaving money on the table.
Outside of his advisory work, Andy is a business executive with experience leading large and small companies across multiple industries. Earlier in his career, he worked at Bain & Company where he advised Fortune 500 companies and private equity firms on growth, cost optimization, and M&A strategy.
Andy holds a B.S. in Economics from Duke University, where he graduated magna cum laude, and an MBA from Northwestern University’s Kellogg School of Management, where he graduated with distinction in the top 10% of his class.
Andy’s favorite class in business school? “Financial Strategy and Taxes.” Yeah… he was that guy.
Services
Financial Planning & Investments
Financial Planning
Investment Portfolio Review and Construction
Retirement Prep (or Refresh)
Budgeting and Debt Management
Topical Deep Dives
College Savings Planning
Home Purchase Assessment
Insurance Needs Assessment
Employee Benefits
Charitable & Legacy
Tax-optimized Charitable Plan
Legacy Plan
Don’t see what you are looking for? We can create a custom engagement tailored to your specific needs.