Publication: Financial Advisor Magazine. When brothers Nick and Tyler Kolbenschlag started their Charlotte, N.C., registered investment advisor firm, Crown Wealth Group, in the spring of 2018, the millennials had a very specific business model in mind and aspirations for growth. Meanwhile, Doug Coppola was going strong 40 years into his investment career, including the past 10 years running his own RIA (with plenty of assistance from his wife, Mary Jo) at Client First Advisors in Chapel Hill, N.C.

Publisher: City Wire USA. Featuring: Nick and Tyler Kolbenschlag. Crown Wealth Group, a $50 million RIA, is offering a five-year retirement window in their deal structures that allows older advisors to sell when they're ready to exit.

Publisher: Business Insider. Featuring: Nick Kolbenschlag. Financial planning is an effective tool for reaching your goals; make sure you do it right!

Publisher: Advisors Magazine. Featuring Nick Kolbenschlag. Clients today are seeking more than just advice on investments or insurance products. Working with a Personal CFO helps bridge the gap between your life and wealth. Check out our article in the latest Advisors Magazine publication to learn why you should seek out this type of advisor!

Publisher: Twenty Over Ten. Featuring: Crown Wealth Group website. At Twenty Over Ten, we have the opportunity to work with amazing clients on a daily basis, which is why we love what we do so much! Once we take a website live, we really look forward to the candid chats that we have with our clients to see how they like their new site and to showcase their unique features and processes. This week, we got to speak with Nick Kolbenschlag, founder of Crown Wealth Group. As a personal CFO, Nick focuses on coordinating all aspects of his clients’ financial needs in order to help them achieve both their personal and financial goals.

Publisher: Charlotte Business Journal. Featuring Crown's Personal CFO solution. One of the newest financial services buzz words is “personal CFO.” What exactly is a personal chief financial officer and why do you need one?