Flat Fee Investment Advice & Financial Planning
I design the blueprint. You own the execution.
No AUM fees. No products. No commissions. For a transparent flat fee, I’ll help you build an optimized portfolio and a comprehensive financial plan.
I partner with self-directed investors with $1M+ to unify investment strategy and financial planning into a single, cohesive roadmap. Together, we shift your balance sheet from complexity to elegant simplicity—designing a tax-efficient portfolio using low-cost index funds and structuring your cash flows to maximize long-term, after-tax wealth.
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.