Robinson Crawford, CFP®

Modern Wealth Management

Advising families & institutions with $3M to $30M in assets.

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Featured In

The Wall Street Journal:
‍"How to Rethink Your Budget With Just One Income"

FastCompany:
‍"This is why everyone thinks they are middle class (even if they aren’t)"

Money Management:
‍"How to Boost Your Income In Your 50s"

Barrons:
"How to Use ETFs for Factor Investing"

NerdWallet:
‍"Can’t Make Money Right Now? Free Up Cash in Your Budget"

CNN:
"How can I protect my investments from inflation?"

Advising employees from

How We Help

Proactive, transparent partnerships for your unique needs.

(Early) Retirement

Focused solutions for financial independence, semi- & early-retirement, career pivots, and life transitions.

Capital Gains

Game plans for significant capital gains in company stock, cryptocurrency, real estate, and family businesses.

Employee Equity

RSUs, ISOs, ESPPs, and everything in-between; the details of each require specific technical expertise.

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Meet Robinson

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I'm Robinson Crawford, CFP®.
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A great advisor prioritizes their clients’ values and aspirations above all else. My job is to listen, understand, and work alongside you to ensure that your money works for you - not the other way around.

Certified Financial Planner®

B.S., Computational Mathematical Sciences - Arizona State University

10+ years of financial planning experience

Featured in the New York Times, Wall Street Journal, & Barron’s

Full-time fiduciary: PFO Member & Signed Fiduciary Oath

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Latest Blog Posts

Explore our research on timely investment & planning topics.

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Fee Only Network

Montebello Avenue joins the Fee-Only Network

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Phoenix Fee Only

Our local network of fee-only advisors gains steam.

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Outcomes as a Service - "OaaS"

Thinking about outcomes that our clients want.

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