Investments

Objective, strategic wealth management for the discerning investor.

For over two decades, the team at CRNA Advisors has provided comprehensive financial, tax and investment strategies to CRNAs and their families across the country. As such, we are the only firm specializing in the holistic financial needs of CRNAs. Our firm seeks to inspire CRNAs to make informed financial decisions through education, communication, and service that exceeds their expectations.

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We offer services in the following areas:

  • Personal and business financial planning

  • Asset management and investment strategies

  • Insurance and risk management

Investment Planning Strategies

Whatever your individual goals may be, such as creating a strategy for future retirement, planning your insurance needs, saving for your child’s educational expenses or something else entirely, we can help you plan for and balance your financial priorities. 

With over twenty years advising CRNAs, we have a proven track record of helping CRNAs pursue their professional and financial dreams.  CRNA Advisors has been guiding CRNAs through the sea of investment opportunities for almost two decades. Our unique Advance & Protect* approach to investing enables us to tailor a portfolio to work toward a clients’ objectives.

*No strategy guarantees against loss nor ensures a profit. There is no guarantee any investment objective will be met.

The CRNA Investor’s Guide: Avoiding the Three Biggest Mistakes

CRNAs tend to receive some of the best education and training in the world. However, many may be at a disadvantage when it comes to personal financial management because their schooling doesn’t equip them with the tools required for a lifetime of managing their family’s financial well-being.

In this exclusive report for CRNAs, we'll review:

  • The Three Biggest Mistakes CRNAs Make

  • How to Solve the Most Common Challenges

  • Creating a Roadmap for Your Financial Future

One of the most common reasons why CRNAs avoid investing and strategic financial planning is because it can seem overwhelmingly dense and complicated. Our CRNA Investor's Guide was created to help you prepare for a secure financial future!

Can we ease your burden?

Take Action toward achieving financial confidence and connect with us!