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Who We Are |
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Crawford Advisory Group, LLC,
an independent, fee-based Registered Investment
Advisory firm located in Austin, Texas, provides
business financial planning, personal financial
planning, and investment management services
to successful medical and dental professionals
in private practice. |
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Mission Statement |
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Crawford Advisory Group
is a wealth management firm that is committed
to helping medical and dental professionals
and their families acquire the financial
means to live the lives they desire. We
do this by understanding our clients’
individual needs and building a plan that
they can both believe in and live by. |
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Our Management Team |
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Logan
Crawford* is the business financial analyst, personal financial planner, and investment advisor for the clients of Crawford Advisory Group. He is a specialist in helping medical and dental professionals in private practice create and implement strategies to achieve financial independence by their desired age. He is the founder and investment advisor representative of Crawford Advisory Group. He is separately a registered representative with Royal Alliance Associates, Inc., one of the country’s leading independent broker-dealers with more than 2,100 financial advisors who service more than $38 billion in account assets.
Logan earned a Master of Science degree with honors in financial planning from the College for Financial Planning in Denver, Colorado and a Bachelor of Business Administration degree from The University of Texas at Austin. He currently holds the designations of Certified Financial Planner™ and Chartered Retirement Plans SpecialistSM. Additionally, he was awarded the Equity Certificate from the Schweser Institute and has passed Levels I and II of the Chartered Market Technician program. He is dedicated to furthering his knowledge in finance and spends several hundred hours per year in continuing education.
* Advisory services offered
through Crawford Advisory Group, LLC,
a registered investment adviser.
Securities offered
through Royal Alliance Associates,
Inc., Member FINRA/SIPC |
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Erica
Crawford is the business and
client relationship manager at Crawford
Advisory Group. She began her career
with one of the world’s largest
and most respected consulting organizations,
Accenture. While there, she managed
teams of professionals to help Fortune
500 companies in the financial services
industry improve their technology and
business operations. After ten years
at Accenture, she left her position
as senior manager to join Logan in creating
Crawford Advisory Group. Erica’s
management expertise ensures every client
receives the close attention to detail
they deserve. Erica graduated from The
University of Texas at Austin with highest
honors with a Bachelor of Business Administration. |
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John Reynolds is a Business
Advisor to Crawford Advisory Group.
He recently retired from Accenture,
a $15B business and management consulting
company. As a Partner at Accenture,
John designed and led change programs
at Top 25 investment management, insurance,
and financial services companies.
His areas of expertise include business
strategy, business operations management,
financial product development, corporate
financial management, marketing, and
customer service.
John earned a Master of Business
Administration (MBA) degree from Vanderbilt
University, majoring in Finance. He
also earned a Bachelor of Science
in Business Administration degree
from The University of Florida, majoring
in Marketing. Additionally, John is
a Fellow of the Life Management Institute. |
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Professional Network |
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Many times our clients' planning
efforts can benefit from the expertise of
highly specialized professionals including
estate planning and tax attorneys, CPAs, and
pension plan administrators. Recognizing this,
we have established relationships with many
top professionals in these fields, and coordinate
efforts with them on behalf of our clients
(and never accept referral fees for doing
so). That means when you work with us, you're
working with a network of services-all available
through one central source. |
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The Crawford Advisory Group
Difference |
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As a prospective client, you’re
probably wondering why you should choose to
work with us over other options available
to you. Simply put, what sets Crawford Advisory
Group apart is the depth of our practice financial
management knowledge and our commitment to
client education. We’re confident that
when all is said and done, you’ll walk
away knowing that our knowledge and commitment
will leave you with a greater sense of control
over your financial future, and with that,
less stress in your daily life. |
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Working with Crawford Advisory
Group |
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In the same way that you aspire
to build an ongoing relationship with your
patients, we look to build one with our clients.
Our relationship with clients is built on
a high-degree of mutual respect and trust.
We understand that our clients are successful
professionals and we respect their insight
and judgment. You won’t often hear us
saying “I recommend that you do this
because of these reasons”; instead,
you’ll get the financial information
you need to consider to make a sound decision.
Conversely, when we look for a client,
we seek a commitment and willingness to
succeed. After all is said and done, we’re
coaches committed to helping people succeed
financially. If an individual is committed
to success and has a competent coach that
is also committed to his or her success,
the odds of achieving financial success
rise. |
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Client References |
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We feel the best way to ascertain
the quality of service provided by an advisory
firm is to talk to someone who’s been
in your shoes. We are pleased to have numerous
clients eager to share with you their experience
working with us. Please
let us know if you would like to speak
to any of these references and we will quickly
provide you with their contact information. |
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