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.

our timeline 

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.

1983: minneapolis

Don was called to serve as pastor in Minneapolis, so Marty started her wealth management practice again.

1988: sarasota

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.
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 5674 Marquesas Circle
Sarasota, Florida 34233


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.