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 the belief that financial decisions should align with each client’s values and priorities.

Today, Crescent Capital Planning focuses on serving Bay Area professionals and pre-retirees typically with $500K+ in savings and investments or $175K+ in annual household income, who prioritize retirement income planning and long-term wealth management.

The firm works with clients across Silicon Valley, the greater Bay Area, and virtually nationwide.

As a boutique firm, clients work directly with their advisor rather than through a call center or layered service model. The planning process is designed to develop an understanding of each client’s financial picture and provide recommendations tailored to their goals, values, and stage of life.

Crescent Capital Planning operates as a fee-based fiduciary firm, providing advice intended to align with clients’ best interests.

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