our name—our history
Although we serve families and businesses in over 30 states, we are proud of our over 40-year history of being a family practice that started in Toledo, Ohio and landed in Sarasota, Florida.
1982: Marty Hillerich
Marty Hillerich (Brent’s mom, Brian’s mother-in-law) started a wealth management practice in Toledo, Ohio while her husband Don served as a Lutheran Minister.
Don was called to serve as pastor in Minneapolis, so Marty started her wealth management practice again.
Don was called to serve as pastor in Sarasota, so Marty relocated her wealth management practice for the third time.
2001: the woes of corporate finance
Brian and Brent decided to leave the corporate finance world and join Marty serving clients in Sarasota.
2003: Marty retires
Marty retired from the business practice and is still active in the community with her husband Don.
2017: brian & brent
Managing over 150 million in assets in over 36 states.
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.