Marian Crawford, CFP®
Managing Partner
Marion Crawford serves as a Financial Planner with Wealth Innovations, LLC, where she works closely with individuals and families to help simplify financial decisions and create thoughtful strategies for retirement and long-term financial well-being. Her approach combines personal attention, careful listening, and practical guidance designed to help clients feel comfortable and supported throughout the planning process.
Marion is passionate about helping clients navigate important life transitions, including retirement preparation, income planning, healthcare considerations, and legacy planning. She believes financial planning should be approachable, understandable, and built around each client’s unique goals, values, and circumstances.
As part of the Wealth Innovations team, Marion helps foster the firm’s family-oriented culture and commitment to personalized service. Her warm and collaborative approach reflects the firm’s mission of building lasting relationships centered on trust, education, and long-term partnership.