Our Philosophy

At Crabtree Financial Services, we entirely believe in the power of individual choice. After all, it was that same power that helped found our firm!

When you go to a big financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big-name firms offer quality investment products, the ones that a financial professional can offer you are often chosen by a big corporation. That choice is made by people who do not know you, and they often impose sales quotas on the financial professional helping you.

In other words, your investment choices are often limited choices, and there may be hidden agendas. We do not think that is the right way to do business.

Here is what we think is the right way to do business:

  • Care for our clients in the way we'd want for ourselves. We founded Crabtree Financial Services to be the kind of place where we would want to be clients, if we didn't already work here! We would want to be respected, informed, and heard. We do not expect our clients to demand any less.
  • Know our clients and their goals. We understand that investing is more than just a numbers game. There is emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren't necessarily the best for everyone. When we first get to know each other, we will ask you a lot of questions so that we can learn about you as a person, and we will tailor your investments accordingly.
  • Empower clients to feel confident about their decisions. You do not have to know the difference between a REIT and a UIT when you come to see us. We are happy to explain it to you if you are curious. If you are not, that is okay too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.
  • Practice time-tested financial approaches. At Crabtree Financial Services, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we will work with you to adjust your course of action accordingly. We monitor your portfolio's performance so you don't have to worry.