Crown Advisors, LLC

06/03/2025

Join us in welcoming Fiona Raffan to the Crown Advisors team!

As our new Client Services Manager, Fiona brings a global perspective and a passion for delivering world-class service. With a background spanning education, healthcare, and Fortune 500 developer relations, she has a unique ability to connect with people and build lasting relationships.
Originally from England and now rooted in North Carolina, Fiona is dedicated to ensuring that every client interaction is meaningful and impactful.
We’re thrilled to have her on board as we continue helping families protect their wealth and retire stronger.

02/15/2024

Curious how 2024 will impact your investments? Check out which election years brought opportunities and why.

See the return trends for 2024.

01/24/2024

After a rocky year, how did markets do in Q4? What happened, and what can we expect in the months ahead? Learn which trends drove the market last year in this quick 5-minute read — check it out!

Here's what savvy investors took away from Q4

01/23/2024

Successful business owners in the Carolinas know best - your time is critically valuable (professionally, and personally). When you’re ready to scale your business, you’ve got no time to plan your next revenue hurdle, or to ensure you’re using the right tax strategy. Luckily, this COMPLIMENTARY guide has answers for entrepreneurs ready to scale. Check it out!

Has your revenue outgrown your tax strategy?

01/18/2024

Those big financial goals can seem daunting, but major accomplishments are often the result of small, consistent daily actions. Learn how you can build better money habits by setting micro goals, automating tasks, and more in this month’s Visual Insights Newsletter.

Stop failing. Start achieving more. Here's how.

01/16/2024

If you’re a successful business owner in the Carolinas who’s ready to scale up, you’ve got a lot to think about. “Do I have what it takes to smash my goals? Is saving money on taxes even worth stressing over? Shouldn’t I just focus on generating more income?” This COMPLIMENTARY guide has valuable answers for entrepreneurs ready to scale. Check it out!

3 key strategies for entrepreneurs with $1M+ in revenue

01/11/2024

Financial success starts with small, daily steps. Big money goals can seem daunting, but growth and achievement don’t happen overnight. In this month’s Visual Insights Newsletter, learn about the power of small, consistent actions to achieve big goals in finance and life. Check it out!

See how little steps can lead to big accomplishments.

01/09/2024

You’ve built a successful business. You’ve got big revenue goals, and a vision for the future - but barely any time to ensure you’ve used every tax strategy, or to plan your next revenue hurdle. This COMPLIMENTARY guide goes over specific questions to reveal if your revenue has outgrown your tax strategy. Check it out!

3 Critical Answers For Entrepreneurs Ready to Scale

12/28/2023

When you want to buy or sell an item, what do you consider? A lot of decisions in the markets aren’t based on numbers at all, but based on emotions like fear and greed. Learn about how these emotions can get in the way of rational decisions in this month’s Visual Insights Newsletter.

Learn how to mute greed & fear to make better choices.

12/26/2023

Tax time is approaching fast - are you taking advantage of the current tax rules? With an election coming, the administration may change the budget. Learn which specific tax savings to tap into BEFORE income tax rates jump in this COMPLIMENTARY guide.

5 Ways to Lower Your Taxes IMMEDIATELY

12/21/2023

A lot of buying and selling decisions in the markets are not based on numbers at all - instead, many of us defer to our emotions. We don’t have to let fear and greed force us to make emotional decisions with our money. Learn more in this month’s Visual Insights Newsletter.

Greed & fear can mean poor choices & loss. Here's how.

12/19/2023

When it comes to taxes, what do savvy investors do that sets them apart? They make sure to learn every tax strategy and “hidden” opportunity before important deadlines - like December 31st! Discover 5 IMMEDIATE opportunities to lower your taxes before you file with this COMPLIMENTARY guide.

COMPLIMENTARY Dec 31, 2023 Tax Guide: Lower Taxes IMMEDIATELY