Mid Atlantic is pleased to welcome Crescent Wealth Partners, our newest addition to the Mid Atlantic family. Crescent is a former Ameriprise Group based out of Sarasota, Florida. The Crescent team consists of two partners, Brent Hillerich and Brian Grogan, in addition to associate producer Jared Burke and their staff members Erin Bewley and Claudia Woods.
Crescent primarily focuses on investment management, retirement planning strategies, and charitable giving. The firm utilizes its own exclusive Confident Retirement® approach, which begins with a straightforward personalized conversation about a client’s essential financial goals. By breaking down those goals into doable steps, Crescent’s approach is designed to help take the uncertainty out of financial planning.