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Alabama Office
A firm foundation in faith is the driving force behind everything we do.
“If you fail to plan, you are planning to fail.”
— benjamin Franklin —
Welcome to Crown Wealth - Alabama
At Crown Wealth - Alabama, our greatest investment is in the clients we serve. Our clients are family to us, so we truly care about their loved ones, finances, business, and goals. While we have clients across the nation, with an office in Alabama, we have local presence to serve our clients more efficiently.
Integrity
When clients engage us in financial planning, we work as fiduciaries, working in the best interest of our clients. It is at the forefront of what we do.
Holistic
We start by taking a snapshot of where you are today and discovering your goals for the future, and we work to bridge that gap by implementing plans and strategies that stand the test of time.
About Andrew
Andrew Snyder
Financial Advisor
Being in business for himself since 2008, Andrew knows firsthand the many challenges and opportunities that business owners face. Through working with business owners and high-income earners, Andrew has found that clients, before they met us had their money and other assets going in lots of different directions. Sometimes doing well individually, but not work to the client's fullest potential and almost never being driven by what the clients are trying to achieve. In his role as a personal CFO, he starts by getting clear on what matters most to our clients and why it's important. Only then can we implement a sound strategy that stands the test of time.
Andrew Snyder holds the FINRA series 6, 63, 65, and 7 licenses. He also has his life/health license. Andrew is currently pursuing additional education and training with coursework in the estate and retirement planning fields.
Andrew currently resides in Tuscaloosa Alabama with his wife Kaysi, and their three boys, Will, Cooper and Casyn. He enjoys outdoor activities such as hunting, fishing, golf, and coaching little league baseball.
Services
Personal Planning
Nothing fits quite like something that is custom made, just for you. From basic protection planning and college savings plans, to investing for the first time or countless times, we tailor personal plans to meet your specific needs.
Business Solutions
Operating a business comes with many challenges. Having the right team and resources in place, we will help you execute customized strategies to meet your objectives.
Retirement Planning
We know what's important to you - making the most of your employer-sponsored retirement plans and IRAs, determining how much you need to retire comfortably, managing assets before and during retirement, and ensuring your income lasts as long as you do. We're here to help you through it all.
Estate Planning
Reviewing your wills and trust is essential for a well-thought-out estate plan. We can act as one single resource, collaborating with CPAs and attorneys to design and deliver an estate plan to ensure your assets pass smoothly to the next generation.
Wealth Management
Managing your wealth requires a clear understanding of your investment objectives. Through Eagle Strategies LLC, our comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons.
