Crestone Financial Advisors, LLC is an independent fee-only, comprehensive financial planning firm located in the beautiful Shenandoah Valley of Virginia. The selection of a financial advisor is a large and important decision for you and your family. We offer an initial meeting at no cost to you, so that we may get to know each other.
This meeting will give you a chance to ask us questions and determine if our philosophies align with yours. We will listen to your concerns and what you hope to accomplish, and determine if we can add value to your situation.
This meeting will give you a chance to ask us questions and determine if our philosophies align with yours. We will listen to your concerns and what you hope to accomplish, and determine if we can add value to your situation.
Services
As the owner of Crestone Financial Advisors, I would like to thank you for your interest in our financial planning services. I'm a fee only financial planner and the owner of Crestone Financial Advisors. I hold a Bachelor of Science in Economics from Bridgewater College.
Prior to founding Crestone Financial Advisors in 2012, I worked with Hancock, Engel and Associates in Charlottesville, VA, as a registered representative (series 7 and 66) and licensed in insurance (life & health).Among my own financial history, I have been a profitable small business owner before following my passion into the financial planning field.
Prior to founding Crestone Financial Advisors in 2012, I worked with Hancock, Engel and Associates in Charlottesville, VA, as a registered representative (series 7 and 66) and licensed in insurance (life & health).Among my own financial history, I have been a profitable small business owner before following my passion into the financial planning field.
The average persons personal or business finances have grown to be quite complicated over the last 50 years; so complicated that most of us are not able to comprehend all of it at one time. Our specialized software will bring all the pieces of your puzzle together into an easy to read format so that we can view the big picture and yet still have the ability to inspect the details.
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