Crosbie Financial

Logan, Utah

Call (435) 752-5558 Visit website →

About

Crosbie Financial is a fiduciary firm based in Logan, Utah, serving pre-retirees, retirees, business owners, and high-income earners throughout Cache County and beyond. The firm offers retirement planning, investment management, tax strategy coordination with CPAs, estate planning, and business transition guidance, with a team led by founder Riley Crosbie (CFP, CPA) and Jaeden May (CFP, CPA). It charges transparent asset-based fees on a tiered schedule and maintains a low client-to-advisor ratio to provide personalized service, meeting with clients annually or as needed to review plans. The firm was recognized as part of InvestmentNews' Top Advisors for 2025.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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