A modern fiduciary for real life– finally built for you
Crescera delivers independent, fiduciary advice powered by modern technology—so you always know where you stand and why.
Banks, broker dealers, and custodial advisors are built to sell you something. We built Crescera to solve problems. We pair thoughtful advice with clean, intuitive technology so you always know where you stand and why.
Our value pillars
Our value lies in putting clients first, using technology that brings clarity, and delivering service that feels personal. Together, these principles define how we work and what you can expect from every interaction.
Independent and fiduciary, always
We sit on the same side of the table. Fee only, product-agnostic, sophisticated. You, first.
Technology that clarifies and does not complicate
Real-time portfolio views, secure document hub, and proactive alerts that surface what matters before it’s urgent.
Service you can feel, investments that move the needle
Small, advisor-led client list; fast answers; clear next steps. No phone mazes. No hand-offs. Investments breadth; innovative product, your financial goals first
Why we exist
The industry is aging and products are innovating—both at record speed. We built Crescera so that our clients could keep up.
For too long, the industry has relied on commissions, conflicts of interest, platforms and product shelves. Clients deserve something simpler: unbiased advice, a thoughtful allocation, and crisp execution.
Map what matters
We start by understanding your goals and priorities, then build a plan around what truly matters to you. The result is a roadmap that gives you clarity and peace of mind about your financial future.
Build the plan that gives you peace of mind
We create broadly diversified, low-cost, thoughtfully constructed multi-asset portfolios designed to balance growth with protection. Each plan is tailored to your goals, so you can move forward with confidence.
Execute and iterate
We put your plan into action with disciplined execution, ongoing monitoring, and timely adjustments. As your life and the markets change, your portfolio evolves with you—so your strategy always stays aligned with your goals.
Our investment approach
We focus on what drives real results. Our approach blends evidence, tax intelligence, and risk management to give you clarity and confidence in every decision.
Built around you, not products
Our open platform gives you access to top custodians and managers without hidden agendas or pay-to-play arrangements.
Evidence-based strategies
We design portfolios with a diversified core, risk balanced satellites, and select alternatives aimed at improving after tax and after fee results.
Tax savvy, cost conscious planning
From asset location to tax loss harvesting, we help you keep more of what you earn with thoughtful, low cost strategies.
Prepared for every scenario
We go beyond performance, using liquidity planning, downside protection, and stress testing to manage real world risks.
What you get
We believe great advice should be simple, transparent, and built around you. Here’s what you can expect when working with us.
Planning & Tracking
Quarterly planning, goal tracking, performance reports, and real-time monitoring
Transparency
Clear fee schedule with no commissions, no pay to play, and no backdoor compensation
Personal Service
A dedicated advisor supported by an equally dedicated operations team
Institutional Access
Investment lineup built to meet the standards of top institutions