Crawford Advisory Group, LLC. - Certified Financial Planners (Austin, Texas)

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, a member of the AIG Advisor Group, one of the largest groups of independent financial advisors in the country.

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^TM and Chartered Retirement Plans Specialist^SM, and is currently a Licensed International Financial Analyst Level III candidate. 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.

Our Location

Crawford Advisory Group, LLC, is located in the innovative HighFlex building in Austin, Texas.

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.