Crux Wealth Advisors, LLC is an independent, SEC-registered investment advisory firm that provides personalized financial guidance and wealth management strategies. Operating with a fiduciary standard, the company focuses on a client-first approach, offering services such as financial planning, investment management, retirement planning, and estate planning. Affiliated with LPL Financial for certain brokerage services, Crux aims to build long-term relationships by helping clients navigate their financial journeys with clarity and confidence.

Founded in

United States