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 solve this by providing 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
FOR PROFESSIONALS AGED 30-55
High-stakes decisions made during peak earning years can carry six-to-seven figure consequences when compounded long term.
This targeted blueprint optimizes your balance sheet and structures your surplus cash flow to help you achieve your goals and accelerate your path to financial independence.
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Retirement Blueprint
FOR NEAR AND CURRENT RETIREES
Consequential questions loom large for retirees: Do I have enough? How much can I safely spend? How do I protect what I’ve built?
This customized blueprint helps you transition from accumulating wealth to safely enjoying it with confidence and clarity as you move into your next chapter.
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Ongoing Advisory
FOR CLIENTS SEEKING ONGOING COUNSEL
Financial planning is never finished. New questions continuously emerge as life happens, markets evolve, and tax laws change.
Ongoing advisory services are available to households who have completed a comprehensive blueprint and prefer a year-round partnership to keep their financial life optimized.
Don’t see what you are looking for? Contact Andy to discuss a custom engagement