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.
(RIA Disclaimer)

 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.