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Crescent Wealth Advisory Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Crescent Wealth Advisory operates in the financial services sector by combining asset protection with asset management to deliver integrated guidance. The firm emphasizes independence as an SEC-registered, employee-owned advisory that serves clients with objective, conflict-free fiduciary responsibility. Based in Atlanta, Georgia, the firm is led by Tim Wyrobek and Jeff Taylor, who also head Crescent Wealth Management, a 2003-founded asset protection consultancy. Its client base includes high net worth individuals, affluent families, and family offices seeking guidance aligned with their objectives and values. In June 2026, the Atlanta Business Chronicle named Crescent Wealth Advisory among Atlanta's largest life insurance agencies, reflecting its growing local profile.

Find Crescent Wealth Advisory employees' phone numbers or email addresses

Crescent Wealth Advisory Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Crescent Wealth Advisory's Leadership

  • Advanced Case Manager at Crescent Wealth Advisory
    K. B.
    Advanced Case Manager
    Mobile Phone

Crescent Wealth Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Other
  • Community & Social Services

Contact profiles from Crescent Wealth Advisory

Name
Title
Contact
Location
Last Update
  • Advanced Case Manager at Crescent Wealth Advisory
    K. B.
    Advanced Case Manager
    Mobile Phone
    Sep 01, 2026

Frequently Asked Questions

What is Crescent Wealth Advisory known for?

Minus sign iconPlus sign iconCrescent Wealth Advisory was founded in 2017 and operates in the Financial Services industry. Explore Crescent Wealth Advisory's company overview page for more information.

What is Crescent Wealth Advisory's most common email format?

Minus sign iconPlus sign iconCrescent Wealth Advisory employees' email format typically follows the pattern of FLast@crescentwealthadvisory.com. Trying to find reliable and up-to-date employee contact data? Find more Crescent Wealth Advisory email formats with LeadIQ.

How many employees does Crescent Wealth Advisory have currently?

Minus sign iconPlus sign iconCrescent Wealth Advisory has approximately 10 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Crescent Wealth Advisory's key employees and leadership?

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As of August 2026, Crescent Wealth Advisory's key employees include:

  • Advanced Case Manager: K. B.

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