Crescent Capital Planning is a Registered Investment Adviser (RIA) founded by Tim Massie, CFP®. The firm operates as a fee-only fiduciary, meaning it is legally obligated to act in its clients' best interests and is compensated solely by its clients, not through commissions. Its mission is to help individuals and families organize, grow, and protect their wealth through a structured and comprehensive financial planning process. This includes services such as retirement planning, investment management, and creating holistic financial strategies to help clients achieve their long-term goals.

Founded in

United States