Mike Crews, MBA, CFP® | North Texas Wealth Management | Allen, TX

Mike Crews, MBA, CFP®

CEO

Mike is the CEO of North Texas Wealth Management and was named by D Magazine as one of the best financial planners in 2020*.

He is the author of Saturday Everyday: 9 Simple Steps to Live Your Best Financial Life and is considered an expert in values-based investing. Mike is renowned for uncovering his clients’ true motivations and habits around financial decision-making.

Mike has been with the firm since 2003 and purchased it with his business partner in 2010; he and the advisors at North Texas Wealth Management have grown brokerage and advisory assets from $160M to over $500M as of August 2020.

Mike is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Principal of LPL Financial. He holds Series 7, 24, and 66 securities registrations through LPL Financial, as well as an insurance license in the state of Texas. He is also a member of the Financial Planning Association.

Mike earned his undergraduate degree in international business from Brigham Young University–Hawaii, which is the most diverse school in the United States, with students representing more than 70 languages. He later received his MBA from the SMU Cox School of Business through its Executive MBA program.

Outside of work, Mike holds an instrument-rated commercial pilot’s license, which he utilizes as a command pilot with Angel Flight South Central, an organization that helps people in need of free air transportation for medical and humanitarian purposes. Most of all, he enjoys spending time with his wife, Melissa, and their three children.

Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

A voting ballot was made available to CERTIFIED FINANCIAL PLANNER™ professionals to nominate their exceptional peers. Votes are tallied and reviewed by a committee of anonymous and esteemed CERTIFIED FINANCIAL PLANNER™ professionals.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020 Five Star Wealth Managers.

Mike Crews, MBA, CFP®