get to know us
We have a passion for helping franchise owners make the most important financial decisions of their lives.

GET to know us

principals

Three decades of experience along with their three unique nationally renowned partners who specialize in providing solutions to the complex issues that business owners and franchisees face.

Brian Grogan

FOUNDING PARTNER

Brian earned his Bachelor of Arts from Wittenberg University, Certified Retirement Planning Counselor (CRPC) designation and holds series 65 and Insurance licensures. Brian is a financial advisor with over 15 years of experience and enjoys educating and guiding his clients to make good decisions and avoid mistakes.

“I have a passion for helping people. I can’t imagine a more rewarding career than helping people make the most important financial decisions of their lives.”

Brent Hillerich

FOUNDING PARTNER

Brent earned his Bachelor of the Arts from Wittenberg University in 1992. Brent spent 10 years in the corporate finance world prior to becoming a Certified Financial Planner and holds the series 66 license and Insurance license. Brent loves sharing his 15 years of personal financial planning experience with clients and their families.

“I was blessed to grow up with a Certified Financial Planner and was able to see how much she enjoyed helping people with their personal finances.  I went the corporate finance route and then figured out that my true passion was to help people personally and provide them with solutions that make sense for them.  I absolutely love making a difference in our clients lives.”

premier partners

Because we understand the complexity of selling or transferring your franchise, we work with experienced partners to ensure you receive a comprehensive—and unique—solution. We will select one of our premier partners to work with you based on your unique circumstances and goals and match you up with the team that would provide you with the best solutions.

Paradiem

Paradiem is a new word which means “beyond the day”. Paradiem is an organization that focuses on helping families and business build a legacy that lasts beyond today. They specialize in helping families optimize their tax elimination, effective business succession, inheritance plans, and charitable giving. They are committed to serving you with great joy, humility, and unparalleled excellence.

 

inknowvision

InKnowVision is a national advanced estate and income tax planning design firm serving high-net-worth business owners, individuals and families. The firm’s team of specialists has in-depth experience with many different planning challenges, including those faced by multi-store owners.
 5674 Marquesas Circle
Sarasota, Florida 34233

CRESCENT DIVISIONS

Financial Advice is offered through Mid Atlantic Financial Management, Inc. (MAFM) a Registered Investment Advisor. Crescent Wealth Partners is not a registered entity or a subsidiary or control affiliate of MAFM.