Meet Andy
The Mission
I'm convinced that most people are leaving significant money on the table, and I detest percentage-based assets under management (AUM) fees that quietly drain a portfolio year after year.
I founded Crewson Financial to solve these problems. I help my clients optimize their financial lives while charging on a transparent, flat-fee or hourly basis.
Unlike traditional advisors juggling 200+ clients, I work with a limited number of families, allowing me to thoroughly review your situation and craft a bespoke blueprint for your future.
Education & Career
Outside of my financial advisory work, I'm a business executive with experience leading companies across multiple industries. Earlier in my career I worked as a management consultant at Bain & Company, where I advised corporations on growth, cost optimization, and M&A strategy.
I graduated magna cum laude from Duke University with a B.S. in Economics, and I earned my MBA from Northwestern University’s Kellogg School of Management, graduating with distinction in the top 10% of my class. My favorite class in business school was “Financial Strategy and Taxes.” Yeah… I was that guy.
Beyond the Spreadsheet
I live in Ponte Vedra, Florida, with my wife and our three amazing kids. You’ll usually find us playing driveway basketball, participating in our local church, or swimming at the pool to escape the Florida heat.
My morning ritual includes a run—typically paired with a finance podcast. My wife and I love musical theater (Les Misérables is the greatest ever written, and I'm prepared to defend that). And from November to April, our household volume spikes dramatically as we fiercely cheer on Duke basketball.