who we are

One of the most important areas of focus for our practice is to help clients seek a financial future in which they don’t outlive their financial resources, live with dignity and enjoy their retirement.

crescent wealth financial solutions  

what we do

An independent financial advisory firm offering strategic asset management solutions and holistic and comprehensive financial planning.


It began with a passion and philosophy to be the only financial resource our clients will ever need.


Provide transparent and unbiased advice critical to helping you make the right decisions and avoid big mistakes.


We are honest, 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.

what makes us unique?

We are passionate about providing holistic and comprehensive advice and treating our clients like an extension of our family. We have never viewed ourselves as just being in the portfolio management business. We are in the wealth management business. We have helped clients over the years with everything from complex financial planning and wealth management solutions to buying a car.

 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.