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.
Smart advice.
No strings.
About Andy
Andy founded Crewson Financial to help people make confident, informed financial decisions - and avoid leaving money on the table in the process.
In his day job, Andy is a business executive with expertise in finance, analytics, strategy, and operations. Andy previously worked at Bain & Company where he advised Fortune 500 companies and PE firms on growth, cost optimization, and M&A strategy.
Andy earned a BS in Economics from Duke University (magna cum laude) and an MBA from Northwestern University (Kellogg), 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 Plan (Starter or Comprehensive)
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.
Are we a good match? Take a look at Andy’s core financial and investing beliefs.