CROW FINANCIAL ADVISORS | TOM CROW, PRESIDENT
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Do You Trust Your Financial Advisor

10/31/2023

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Does your financial advisor even know who you are? How many times have you talked with them?  In addition to quarterly performance summaries, we try and meet with our clients, face-to-face, at least once a year whenever possible.

Do they only call when they want to sell you something?  Crow Financial Advisors do not represent or sell any products or insurance companies. Our clients pay us to manage their portfolios…period.

How do they make that decision? Not every client has the same investment goals or management needs. The decision made by Crow Financial Advisor are tailored to each clients’ specific desires.

Does your advisor act in your best interest or do what they’re told by the company they work for?  Again, answering the question, “how do they get paid?” goes a long way. If you pay your advisor directly, they work for you. If they receive a commission, they work for themselves or for the company whose products they’re selling. If your broker receives a commission every time he or she makes a buy or sale, you have to take a hard look at what they’re doing and make sure it makes sense for you. In a fee-only, managed account, there is no incentive to make unnecessary trades, or “churn” the account, because we don’t get any portion of the trade commission.
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    Tom Crow, President of Crow Financial Advisors

    You'll hear Tom's radio spots on the local radio station.  He is a respected wealth management expert in the Southwest, a member of Kingdom Advisors, a talented musician and singer, a mediocre golfer, and an all around great guy.  

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8210 Louisiana Blvd NE, Suite B 
​Albuquerque, NM 87113


Phone  505.243.2281  |  Email info@crowfa.com


Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”) an SEC Registered Investment Advisor doing business as Crow Financial Advisors.
The Summit financial planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Neither Summit nor Crow Financial Advisors recommends, endorses or favors any of the vendors or business professionals listed on this website. Any such information is for informational purposes only. Any potential consumer of such vendor or business professional is expected to conduct their own due diligence and assessment on the products or services to be provided. The content in this website has been obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this solicitation for the sale or purchase of any product or security. Summit does not provide tax or legal advice.

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