Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Financial Planning for Small Business
  • Estate Planning Strategies

Awards & recognition

  • Crumley & Associates, Ameriprise Client Experience Award, 2020-2023, 2025

Community participation

Day of Service 2025
Day of Service 2025

Great 2025 Day of Service at local Orangevale/Fair Oaks Food Bank Farm. We picked 250lbs of delicious cherry tomatoes, packed 23 bountiful produce boxes and learned about a great organization in our community

Honored to receive recognition

All of us at Crumley & Associates are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Crumley & Associates team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.

Our photos

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