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Our Services
We are passionate about providing expert knowledge affecting CRNAs. Just as attaining a high level of education, training, and skill as a CRNA requires significant preparation and planning, so does building wealth and achieving a comfortable retirement. Rather than navigate the complex and time-consuming world of wealth management on your own, CRNA Advisors can serve as your trusted partner and guide.
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.
CRNA Advisors can offer expert advice regarding all of your financial needs, including:
We offer a full suite of financial solutions for CRNAs in all facets of their career.
Whether you are just starting out, are going freelance, or about to retire, our comprehensive knowledge can help you achieve a fulfilling and expertly planned financial future.
CRNA Freelancers and Business Owners
As a CRNA freelancer or business owner, you face a different set of challenges and needs than a CRNA employee, such as reviewing your business structure options, understanding insurance policies, and implementing a retirement plan.
We work with your tax and legal professionals to help you manage and grow your business with confidence while saving for retirement.
Mid-Career CRNA Professionals
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.
CRNAs in Retirement or Approaching Retirement
Your future retirement is both an exciting and challenging milestone. You may worry about having enough money to last, maintaining your desired standard of living, and navigating the complex world of healthcare.
We are here to guide you through the myriad decisions you face, from planning for a consistent income stream to reviewing healthcare options and more.
The CRNA Advisors Difference
You deserve an advisor who recognizes the specific opportunities and challenges that accompany your profession. At CRNA Advisors, our focus is on serving a specific clientele so that we can provide you the highest level of service and personalized attention.
Beyond working with CRNAs individually, CRNA Financial Planning® takes an active part in the CRNA community. We have been the proud sponsor of the SRNA/CRNA Anesthesia Bowl for multiple years and are the benefactor of the CRNA Financial Planning “Financial Success Scholarship.” We also host client events, webinars, and workshops around the country on a variety of topics, from the business of freelancing as a CRNA, to Social Security, to healthcare in retirement and more. Firm founder Jeremy Stanley, CFP®, AIF® is a sought-after speaker who frequently presents at CRNA meetings nationwide.
By partnering with top CRNA organizations and staying active in the CRNA community, we are able to offer our clients more insight and opportunity. We provide a wide array of services beyond financial planning and asset management, including:
assistance with personal and business financial advice to CRNAs considering freelance options
coordination with your team of advisors or referrals to our specialist partners
Rather than sell products, our goal is to build relationships with our clients. We believe strongly in putting our client's interests first and upholding the highest level of ethics, objectivity, and professionalism. We are invested in your success as a CRNA, and we will be by your side throughout your financial journey.
Our Process
Our advisors are committed to helping CRNAs create solutions for their business, tax, investment and retirement assets. Once we understand your risk tolerance, time horizon and goals, we will work diligently to develop a program that carefully balances investment strategies with preserving principal. We tailor our strategies to meet your unique personal and professional needs.
We can help clients navigate the financial minefields of taxes, legislation, and stock market volatility. Through the process, clients will be well-armed and well-educated with a plan that can provide them confidence in their financial futures.
Today’s economic environment brings challenges, but along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and be optimally positioned to reap those rewards. We are passionate about helping people build a solid financial foundation for the future.
Crowning Your Career’s Achievements
Our Proprietary CROWN Advisory Method.
For more than two decades, the team at CRNA Advisors has provided comprehensive financial tax and investment strategies to CRNAs and their families across the country. Let us help you achieve financial confidence through our one-of-a-kind CROWN Advisory Method.
Comprehensive suite of financial and business advisors with first-hand knowledge of CRNAs.
Retirement Planning that can supplement your current income structure.
Ongoing monitoring of the latest laws and political climate for your overall benefit.
Wealth Preservation and tax strategy aligned with your financial goals.
Navigate your career with expert financial advice.
