WHAT WE DO—our services
To provide the highest level of service possible with the greatest efficiency. To be well prepared and focused on the unforeseen challenges now and in the future.
- What are the problems?
- What are the opportunities?
- Expectation and outcomes
- Solutions: Aligning “Why”
- What is the most efficient path?
- Protecting plan
- Course corrections
OUR ASSET performance management principles
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.
We have helped clients over the years with everything from complex financial planning decisions and wealth management solutions to buying a car.
Cost conscious and quality driven investment solutions based upon data driven algorithms.
Three phase approach: Discovering, Affirming, and Protecting.
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.
We are passionate about providing holistic and comprehensive advice and treating our clients like an extension of our family.
CONSTANT ASSET REVIEW
A collaborative and education approach to develop customized solutions on your terms.
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.