We are a full service, independent financial planning and investment management practice founded in 1981. Our expertise supports our clients in all aspects of their financial life and in the attainment of their goals. With our fee-only compensation, we are able to offer competent advice on an array of topics without any conflicts of interest. Our investment philosophy is value-oriented and conservative with a concentration on long-term returns. Our job is to help our clients enjoy life and minimize worries. We take pride in working with families and individuals who share our values and appreciate our many unique services.

SEC Reports

Once you are at the SEC home page for Investment Advisor filings, you can search for our most recent FORM ADV by entering either "Michael J. Crew" under firm name or "19835" in the SEC Number search criteria. If you have any difficulties accessing the form, please contact us and we will provide a copy.

A contingency disaster plan is also in place that will allow us to continue our work in the event of an emergency. The plan works in conjunction with Fidelity's automated trading system and our backup data so the office can be relocated and operational with little difficulty. The contingency plan is updated on an annual basis.