Micah Crabdree,
CFP®, CRPS™, CEPA®, CRPSTM, CEPA®
Founder, EWMG
Wealth Advisor, RJFS
Areas of Focus
Wealth ManagementAsset Management
Succession and Business Planning
Advanced Wealth Planning
Retirement Plan Consulting
Retirement, Tax and Estate Planning
Business Owners and Executives
- FINRA Series 7, 63, 65, SIE and 24 securities registrations
- CERTIFIED FINANCIAL PLANNER® (CFP®) CFP Board, Washington D.C.
- Chartered Retirement Plans Specialists™, ( CRPS™) through the College of Financial Planning, Denver, Colorado
- Certified Exit Planning Advisor, (CEPA®) through Exit Planning Institute
- Member of the Flagstaff Rotary Club and Past President of Rim Country Rotary
- Member of Financial Services Institute
- Bachelor of Science in business management from Northern Arizona University, NAU
- Behavioral finance course completion from Duke University
As Founder of Elevated Wealth Management Group and wealth advisor at Raymond James Financial, my primary responsibilities revolve around assisting clients in achieving what matters most to them. Through financial planning and active portfolio management, I strive to empower individuals to reach their desired goals and objectives. With over a decade of experience and a passion for helping individuals achieve their financial goals, I have dedicated my career to managing assets and guiding clients in making the right money decisions. I find immense satisfaction in knowing that our work greatly impacts our clients' lives. We become an extension of their family, understanding their motivations, goals, ambitions and concerns. Celebrating my clients' achievements is one of the most rewarding aspects of my job. Whether it's a successful retirement, sending kids to college or taking that dream vacation, these milestones remind me of the positive impact we have in people's lives. Knowing that there is a well-crafted plan in place to help achieve what matters most and having a caring team behind them who understand their greatest ambitions and concerns, allows our clients to focus on what truly matters.
Outside the office
Family is at the heart of everything we do. My wife, Kathryn, and our two boys cherish spending time together and enjoying the great outdoors. Additionally, we are proud members of our community and actively involved in organizations such as Rotary, the Chamber of Commerce and the Church.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with any of the companies mentioned.