explore

Be a partner, not an employee

At Crusonia, we believe in alignment, thus all advisors participate in the ongoing
success of the firm providing a stable partnership to help maximize client experience, long-term growth and value.

No Non-Solicits

At Crusonia, we value your hard work and the relationships you’ve built. By eliminating non-solicit agreements, we take on the responsibility of maintaining a firm where advisors choose to stay.

Institutional Investment Research

The collaboration between Crusonia and Michaud Capital Management, an independent, multibillion-dollar RIA providing investment consulting and family-office administrative services, provides extensive research and access empowering advisors to fully meet the needs of all client types.

Partnering for Growth

Crusonia has developed an in-house proprietary technology strategy to help power advisors’ growth. We are focused on partnering with advisors to support and enhance their client base.

Integrated Back-Office

Advisors retain significant independence and flexibility allowing for greater focus on client relationships as Crusonia provides a comprehensive solution for all technology and compliance requirements.

Speak with our Managing Partner

Or book an appointment

LOCATION

HOURS