Investing Advice & Financial Planning for Self-Directed Investors
I design the blueprint. You own the execution.
No AUM fees. No products. No commissions. For a flat fee (or hourly engagement), I’ll help you build an optimized portfolio and a comprehensive financial plan.
I specialize in helping investors with $1m+ analyze their balance sheet holistically and migrate from complexity to simplicity. Together, we’ll build a tax-efficient portfolio using low-cost index funds (and consolidate scattered accounts along the way). I’ll prioritize your cash flow, optimize use of tax-advantaged accounts, design tax-smart charitable giving, audit your insurance policies, and more.
Clear, expert guidance - without paying an advisor for assets you already own.
Duke University • Kellogg MBA • Bain & Company Alum
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 financial advisory work, Andy is a business executive with experience leading large and small companies across multiple industries. He previously worked as a management consultant at Bain & Company where he advised companies 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.