Flat Fee Investment Advice & Financial Planning
I design the blueprint. You own the execution.
No AUM fees. No products. No commissions.
I help self-directed investors (typically $1M+) turn financial complexity into elegant simplicity. By combining low-cost index portfolios with optimized cash flows, we maximize your long-term, after-tax wealth — giving you the freedom to design the life you want to live.
Clear, expert guidance — without paying an advisor for assets you already own.
About Me
Andy Crewson
Unoptimized financial strategies carry implicit and explicit costs that quietly erode years of financial freedom. I built Crewson Financial to provide rigorous, objective guidance without the baggage typically associated with the wealth management industry.
Beyond my advisory work, my approach is shaped by a career as a corporate executive and former Bain & Company management consultant. I hold a B.S. in Economics from Duke University and an MBA from Northwestern University’s Kellogg School of Management.
Services
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Mid-Career Blueprint
Designed for professionals aged 30-50 who know that critical wealth decisions made now carry six-to-seven figure consequences when compounded long term. Consequential questions are top of mind: Am I missing critical tax strategies? How should I prioritize my surplus cash flow? How am I tracking toward retirement?
This personalized blueprint captures those efficiencies, ensuring your savings work relentlessly to achieve your goals and accelerate your path to financial independence.
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Retirement Blueprint
Designed for retirees and those within five years of retirement who want to transition from building wealth to safely enjoying it with confidence and clarity. High-stakes questions naturally loom large: Do I have enough? How much can I safely spend? How do I protect what I’ve built?
This customized blueprint coordinates your entire financial picture into a structured roadmap, ensuring your wealth supports your lifestyle goals and preserves your legacy.
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Ongoing Advisory
Designed for households who have completed a comprehensive blueprint and want year-round assistance. Financial planning is never finished. New questions continuously emerge: Which specific assets should I buy/sell to rebalance my portfolio? Does a change in my marginal tax rate open new opportunities? What refinements are needed when tax laws change?
An ongoing relationship ensures your financial ecosystem remains optimized as your life and the markets evolve.
Don’t see what you are looking for? Contact Andy to discuss a custom engagement