Robinson Crawford
Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®.
Montebello Avenue · Phoenix, Arizona
Is this you, Robinson?
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About
Howdy, I'm Robinson Crawford. I'm a CFP® Professional and RIA firm owner.
Clients find me to help with 3 problems: - (early) retirement - huge capital gains - equity compensation where we go from there is a mile wide: family, career, insurance, investments, social security, aging parents, trusts, IPOs, liquidity, borrowing, and more.
In other words, a trusted single point of contact for financial matters. Proactive partnerships with tax, legal, and insurance. Fiercely protective of your time and energy.
What you won't find elsewhere: - voracious explorer of nooks & crannies to find your answers - crossover of tax & investment expertise - negotiated flat fees to minimize conflicts of interest
Who they serve
- High earners
- Ultra high net worth
- Executives
- Founders
- Multi-generational families
- Pre-retirees
- Retirees
- Early-career professionals
- Real estate investors
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Planning
- Executive Compensation
- Family Office Services
- Portfolio Management
- Real Estate Advisory
- Wealth Management
- Tax Strategy
- Stock Option Planning
- Retirement Planning
- Portfolio Rebalancing
- Investment Management
- Exit Planning
- Family Wealth Transfer
- College/Education Planning
- Charitable Giving
- Philanthropic Planning
Structured record
| Name | Robinson Crawford |
|---|---|
| Firm | Montebello Avenue |
| Location | Phoenix, Arizona |
| Fee model | Flat Fee/Retainer · Percentage of Assets (AUM) |
| AUM | $25M - $100M |
| Founded | 2017 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 66 |
| Investment approach | Blend of both |
| Website | http://montave.com |
| https://www.linkedin.com/in/robinson-crawford-cfp%C2%AE-8ab72316/ |
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Specialties
- Crypto & digital assets
- Equity compensation
- Small business owners
- Family wealth transfer
- Retirement planning
- Real estate investors