About Crosby Advisory Group, LLC
As a fiduciary financial advisory firm with offices in Ashland, Ohio, and Willoughby, Ohio, we’re here to help you achieve your lifetime wealth goals. We are a certified and registered investment advisor with the state of Ohio.
I started my career in the insurance industry, offering primarily personal and business insurance in and around Cleveland, Ohio. I quickly understood how critical it is to have the right protection in place for yourself, your family, and your business. As I spent more time with my clients, I started fielding questions about how insurance plays a key role in protecting their wealth strategy. From there, my goal to open Crosby Advisory Group, LLC and offer total wealth strategies began. Born and raised in Jeromesville, Ohio, I’ve always had the intent to give back to my local community. I hired my first employee, Macy Vogel, and we opened the doors in Ashland in 2011.
Today, we’ve grown into a full-service team with investment advisory, retirement planning, insurance, and business growth services. Give us a call for a free, no-obligation meeting. We look forward to growing with you.
The Time is Now
Maybe you’re anticipating a big change and want to be ready for it, perhaps your financial situation is complex, or some of you have an advisor already but feel like the relationship is missing something. No matter the ‘why,’ we understand that life serves up change and it’s always better to be prepared.
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 your trusted advisor. My team and I approach each situation by putting your best interest first, rather than fitting your needs into a specific product or service. I promise to always give you unbiased opinions that are designed to achieve long-term investment results.
Our primary services are designed to maximize your total wealth accumulation in all stages of your life, including retirement. Learn more by visiting our Services page.
Working Together
What sets us apart? A sound investment plan takes into account risk tolerance, investment timeframe, personal saving goals, economic conditions, and income goals for each individual person. By listening to your goals and understanding your unique situation, we are able to provide you with a tailored service. Your plan is designed to generate passive income, long-term wealth accumulation, and asset protection.
As a fee-based financial advisor, 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.
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 are serviced through our partner agency, NMD Insurance, 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.
