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our mission

Our goal is to make a meaningful, positive impact on your financial future. We create a clear, all-encompassing path and help you navigate from the present to your goals and your dreams. We work together as a highly trained, sophisticated team of financial, tax, trust, investment and administrative professionals aiming to improve your current and future financial circumstances.

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At Crest Capital Advisors, our mission is to partner with you to focus on overall financial well-being. We understand your financial situation from every perspective and offer advice in order to deliver tailored solutions. We work with you to help provide the greatest reward: control of your future. Our advisors deliver proactive advice and solutions as we seek to manage, grow, and protect your hard earned financial assets.

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Hightower was founded to address a systemic problem that has plagued investors for decades: large, vertically integrated brokerage firms claiming to be financial advisors, when in reality they are manufacturers and purveyors of financial products. At Crest Capital Advisors, we perform multiple roles - advisor, strategist, consultant, financial confidant - but we are never proprietary salespeople.

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Crest Capital Advisors is an independent-minded, client-centered, investment advisor practice. Our 'open source' structure enables us to employ some of the top resources available - including research, financial planning capabilities, and independent custodians and trading platforms. We have the ability to act in our clients' best interest without restriction as market conditions change.

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Our legal and fiduciary obligation to our clients forms the foundation of what we do. As AIF Designees, our advisors are committed to avoiding conflicts of interest, offering objective and personalized investment solutions, and conducting continuing reviews to help ensure all fiduciary principles are being observed. Our clients enjoy the confidence of knowing that serving your interests is more than a line in our mission statement - it is our fiduciary duty. Their vision of their futures and financial goals drive every investment decision we make.

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Strategies for Wealth Preservation Before and After a Liquidity Event

Corporate Services

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Weekly Commentary: Capital Markets Dashboard

Read Our Insights

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Wednesday Washington D.C. Wisdom

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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