We Have A Passion For Helping Our Clients Make The Most Important Financial Decisions Of Their Lives
Our focus is to help you grow, protect, and manage your wealth by developing customized solutions on your terms  WHAT WE DO

OFFICE LOCATIONS

SARASOTA, FLORIDA

5674 Marquesas Circle
Sarasota, Florida 34233

ATLANTA, GEORGIA

1151 Hammond Dr. NE, Suite 240
Atlanta, Georgia 30346

 

COLUMBUS, OHIO

122 Misty Oak Place
Gahanna, Ohio 43230

 

WHAT MAKES CRESCENT WEALTH UNIQUE WHO WE ARE

WE ARE PASSIONATE

We have helped clients over the years with everything from complex financial planning decisions and wealth management solutions to buying a car.

WE ARE HONEST

We are honest and transparent in everything we do. Our independence eliminates the conflicts of interests commonly found in the personal finance industry where the bottom line is more important than your best interests.

STRATEGIC PARTNERSHIP 

We are dedicated and honored to serve as the steward of our clients’ assets. We want to be the only financial service resource that your family will ever need.

WE treat you like family

We are passionate about providing holistic and comprehensive advice and treating our clients like an extension of our family that cares for your best interests.

 5674 Marquesas Circle
Sarasota, Florida 34233

CRESCENT DIVISIONS

Financial Advice is offered through Mid Atlantic Financial Management, Inc. (MAFM) a Registered Investment Advisor. Crescent Wealth Partners is not a registered entity or a subsidiary or control affiliate of MAFM.