Crestone Financial Advisors

Who We Are

At Crestone Financial Advisors, we believe that financial planning and investment management should be a holistic process that takes into account all aspects of an individual's financial life. Our team, led by Micah Reish, is dedicated to providing comprehensive financial planning and investment management services to individuals and families. With over a decade of experience in the financial industry, we have a deep understanding of the complexities of financial planning and investment management.

Our Philosophy

At Crestone Financial Advisors, our philosophy is centered around the concept of Holistic Wealth Management. We believe that effective financial planning and investment management requires a comprehensive approach that considers an individual's entire financial situation, including their goals, income, expenses, assets, and liabilities. We take the time to understand our clients' unique circumstances and goals, and develop personalized financial plans and investment strategies tailored to their specific needs.

Services

We offer a range of services designed to help individuals achieve their financial goals. Our services include:

• Comprehensive Financial Planning: We take a holistic approach to financial planning, considering all aspects of an individual's financial life, including their goals, income, expenses, assets, and liabilities.
• Investment Management: We develop personalized investment strategies that are tailored to each client's risk tolerance, financial goals, and investment horizon.
• Risk Management: We help our clients identify and mitigate potential risks that could impact their financial well-being.
• Tax Planning: We provide guidance on tax-efficient strategies and planning to minimize taxes and maximize after-tax returns.

Investment Philosophy

At Crestone Financial Advisors, we believe that a long-term, evidence-based approach to investing is the most effective way to achieve investment success. We draw on the insights of renowned financial scholars, such as Eugene Fama and Kenneth French, to develop investment strategies that are grounded in academic research and designed to deliver strong long-term results.

Fees

We believe that anyone providing financial advice should be a fiduciary, and we operate under a fee-only compensation model. This means that our fees are transparent and based solely on our clients' accounts under our management. We believe that this approach aligns our interests with those of our clients and ensures that our advice is always in their best interests.

Meet Us

Micah Reish is the owner of Crestone Financial Advisors and a fee-only financial planner with over a decade of experience in the financial industry. Micah holds a Bachelor of Science in Economics from Bridgewater College and has worked with Hancock, Engel and Associates in Charlottesville, VA, as a registered representative. Micah is dedicated to providing personalized financial planning and investment management services to individuals and families.

Get Started

If you're interested in learning more about our services or would like to schedule a consultation, please don't hesitate to contact us. We're committed to providing exceptional service and helping our clients achieve their financial goals.