Crawford Advisory Group, LLC, an independent, fee-based Registered Investment Advisory firm located in Austin, Texas, provides personal financial planning and investment management services to a select group of high net worth individuals.
We are a wealth management firm that is committed to helping our clients 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.
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.
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.
E. Logan Crawford
Personal financial planner and investment advisor for the clients of Crawford Advisory Group. Logan is a specialist in helping high net worth individuals create and implement strategies to help them 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 Osaic Wealth, Inc., one of the country’s leading independent broker-dealers.
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 designation Chartered Market Technician®. Additionally, he completed the Equity Securities course of study through the Schweser Institute Certificate Program. He is dedicated to furthering his knowledge in finance and spends several hundred hours per year in continuing education.
Prior to entering the financial services industry, Logan worked as a trader for a wholly-owned subsidiary of Mitsubishi Corporation (MC) where he developed business for the sale of petroleum pipelines, world-wide, through face-to-face meetings with senior energy executives. MC is the largest and most profitable general trading company (Sogo Shosha) in Japan, operating in 90 countries with businesses across virtually every industry. In his role, Logan also worked closely with the firm’s senior finance executives to arrange special financing arrangements to meet the unique needs of the firm’s diverse client base. This experience that Logan had where he was mentored on a daily basis by senior Japanese executives at a company with extensive global operations was instrumental in shaping his views of how to devise strategic investment methodologies.
* To learn more about the professional history of our financial advisor, please visit FINRA’s BrokerCheck
* Advisory services offered through Crawford Advisory Group, LLC, a registered investment adviser. Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC
** The Equity Securities course of study was offered through the Schweser Institute Certificate Program. The Schweser Institue was founded in 2004 by Kaplan Schweser, which is a part of Kaplan Higher and Professional Education, a division of Kaplan, Inc. To complete the Equity Securities course of study, candidates were required to pass a rigorous exam that covered a broad range of topics in equity analysis, including quantitative methods and statistics, financial statement analysis, corporate finance, financial markets and instruments, valuation and industry analysis, and equity portfolio analysis. Schweser Institute Certificate Programs are designed to provide financial professionals with rigorous and comprehensive education in an extensive array of topics to enhance their educational portfolio and demonstrate proficiency.
Business and client relationship manager at Crawford Advisory Group. Erica 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.
Erica is not registered with Osaic Wealth, Inc.
Business Advisor to Crawford Advisory Group. John 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.
John is not registered with Osaic Wealth, Inc.