Thought Leaders in a World of Canned Content

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.

Crown Wealth Group, a growing RIA based in Charlotte, NC, has added Douglas Coppola, founder of Client First Advisors, an RIA with 40+ years industry experience based in Chapel Hill, NC, to its advisory business.

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

The reality is that most people truly need Personal CFO services because our entire education system is set up to teach people how to earn money instead of how to budget, plan and invest.

I’m not sure how you all are feeling, but it seems like 2019 is flying by. We have already reached the midpoint of summer and we hope all your vacations, BBQs and family celebrations are going well. While we will always encourage our clients to stay informed about the financial markets, it’s important to remember that our philosophy is to utilize goals-based investing so that our clients achieve the objectives identified in the financial planning process.