Founded in 2015 by former Goldman Sachs Ayco executives, Crescent Grove Advisors was established to provide a sophisticated yet personal alternative to the traditional wealth management experience. With over $5 billion in client assets under management, our growth has been entirely organic, reflecting the enduring trust of our clients and our commitment to excellence.
At Crescent Grove Advisors, we take a comprehensive approach to wealth management.
Our mission is to simplify complexity,
empowering clients to navigate life’s financial challenges with confidence.
Serving as a veritable family office for our clients, we integrate financial planning, investment management, tax strategies, and estate planning into seamless solutions tailored to individual goals.
With a steadfast commitment to independence, we prioritize what matters most: delivering thoughtful, bespoke advice to preserve and grow wealth across generations.
Guided by our integrity and work ethic, Crescent Grove Advisors serves as a trusted partner, dedicated to guiding you through every step of your financial journey.
Crescent Grove Advisors was founded in 2015 with a singular vision: to create a firm that combines the sophistication of Wall Street with the personal touch of a boutique family office. Our Founders—Gregg George, Dave Keevins, Nick Kochanski, and Mitch Prosk—brought decades of experience advising Fortune 500 executives and business owners, leveraging their expertise to build a firm focused on comprehensive, high-touch service.
Today, Crescent Grove Advisors has offices in Lake Forest, Illinois; Milwaukee, Wisconsin; and Atlanta, Georgia. Despite our growth, our core principles remain unchanged: a commitment to building authentic, enduring relationships and delivering the highest level of service to every client we serve.
Crescent Grove Advisors does not provide, and is not responsible for, any product, service or content available at third-party sites, nor does the CGA Privacy Policy apply to such sites. Please consult the Privacy Policy available for external or linked sites for further information.
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