In 2018, after more than 17 years in financial services — including a decade as a private financial planning professional — founder Chris Blodgett set out to build something different.

Motivated by a desire to move away from institutional sales quotas and standardized advice, he launched Crescent Capital Planning, a minority-owned, independent, fee-based fiduciary firm grounded in a simple belief: your financial decisions should align with your values and priorities, not someone else's product menu.

Today, Crescent Capital Planning serves professionals nearing retirement or already retired — typically with $400K+ in savings and investments or $200K+ in annual household income — who prioritize retirement income planning and long-term wealth management. Based in Silicon Valley, the firm serves clients throughout the Bay Area and across the country.

As a boutique firm, you work directly with your advisor — not through a call center, a layered service model, or a rotating cast of associates. That direct relationship is the foundation of everything we do.