Brian Crawford, CFP


Managing Director, Owner


Brian has been an investment advisor for over 25 years. His approach is to listen to truly listen to clients and then work with them to develop and implement strategies for building wealth and realizing their goals. This dedication to providing objective, timely financial advice and guidance earned Brian recognition as one of Barron’s Top 1,200 State By State Advisors in America for (2019-2022.*)


Brian earned his BA in Business Administration at the University of Arizona.

Brian Crawford

Other Interests

Brian lives in Oro Valley with his wife Liza and their two children Cooper and Addison. He and his family love skiing in the winter and enjoying the mountains in the summer. Brian is also a dedicated golfer and enjoys regular rounds on the weekends. As a Tucson native, Brian has a passion for University of Arizona sports and attends most home basketball and football games for the Wildcats.

*The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


CA Insurance License Number 0D40361. Resident State AZ.