Who We Are
   
  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.
   
Mission Statement
   
 

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.
   
Our Management Team
   
 

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
   
   
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.
   
   

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.
   
   
Professional Network
   
  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.
   
The Crawford Advisory Group Difference
   
  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.
   
Working with Crawford Advisory Group
   
  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.
   
Client References
   
  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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©2009 Crawford Advisory Group, LLC All rights reserved.
 

E. Logan Crawford is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state referenced.

E. Logan Crawford is also separately registered as an investment advisor representative under Crawford Advisory Group, LLC, a registered investment adviser not affiliated with Royal Alliance Associates, Inc., offering advisory services in the state of Texas. As such, these services are strictly intended for individuals residing in Texas.


IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.