RS Crum

The cumulative life experience of our team members has proven to be a major asset of our firm. Because we have such unique backgrounds, as well as a wide network of contacts, we are able to help our clients when "outside the box" thinking is necessary.

With an appreciation for the fact that every financial situation is different, our advisors work as a team and take the time necessary to look at each client's unique and often complex circumstances - not just their brokerage accounts - to make sure we understand the big picture.During this trying time, nothing is more important than the health and safety of our clients and team members.

Here are a number of ways our clients benefit from our unique, down-to-earth approach to wealth management. From the very first phone call, you will sense our team is genuinely interested in getting to know you. We value relationships greatly and take our time to ask thoughtful questions and listen closely to your answers.

Understanding needs differ from person-to-person, and even generation-to-generation, our services are designed to meet your needs as they change over time. Our highly personalized approach allows our clients to look to us for much more than investment advice. They rely on us to be their financial thinking partner, counselor, and most importantly, their advocate.

RS Crum's mission is to help people make sound financial decisions, accumulate and preserve wealth, and otherwise pursue their life goals without the burden of financial stress. The RS Crum story goes back to 1976 when our founder, Richard S. Crum, established one of the first fee-only financial advisory firms in the country, which was an innovative and bold move given the commission-fueled world of investments that was prevalent at the time.

Our clients are family to us. From the very first phone call, you will quickly get a sense that our team is genuinely interested in getting to know you. We value relationships and take the time to ask thoughtful questions and listen closely to your answers. Understanding your motivations, needs and concerns builds trust, improves communication, and enhances our ability to help you plan for your future.