Crosby Advisory Group, LLC is a registered investment advisor with the state of Ohio. We are a fiduciary financial advisor firm in Ashland, Ohio and we are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. We approach each situation by putting YOUR best interest first, rather than fitting your needs into a specific product or service. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long-term investment results.
We feel our main advantage is our ability to change and adapt to provide tailored service to each investor. We develop plans to generate passive income, long-term wealth accumulation, and asset protection. A sound investment plan takes into account risk tolerance, investment timeframe, personal saving goals, economic conditions, and income goals for each individual person.
We want to be partners with you and assist in building long-term wealth so you can live financially independent. Crosby Advisory Group is a fee-based financial advisor, which means our incentives are properly aligned. We benefit when you benefit, and we do not charge a separate fee for the construction of an investment plan. We believe trust is earned, therefore we do not charge an upfront fee for investment plan construction or financial planning meetings.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client while striving to build the highest levels of trust and integrity, while always collaborating using a team approach. Contact us today for a free, no-obligation meeting. We look forward to working and growing with you!
At any time you can request our forms ADV 2A and ADV 2B which go into the business practices and qualifications of Crosby Advisory Group, LLC. Insurance products offered are serviced through Crosby Advisory Group, LLC, which is licensed in the state of Ohio for Life & Health and Property & Casualty insurance. Investing involves risk, including the potential loss of principal. You should carefully consider and understand all risks before making an investment.