
Crescent Wealth Advisory
Crescent Wealth Advisory is an independent, employee-owned registered investment advisor based in Atlanta, Georgia. Founded in 2016 by principals Jeff Taylor and Tim Wyrobek, the firm offers a comprehensive suite of services, including family office services, insurance consulting, and sports consulting, tailored to align with clients’ objectives and values. Crescent Wealth Advisory serves high-net-worth individuals, affluent families, and family offices, providing objective and transparent advice without the constraints of larger brokerage firms. The firm’s open-architecture platform grants clients access to a broad range of investment solutions and an extensive network of service providers. In 2024, Crescent Wealth Advisory was recognized on the Inc. 5000 list, ranking at No. 1,091 with a 468% three-year growth rate.