Crescent Grove Advisors Marks a Decade of Independence
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LAKE FOREST, Ill., April 24, 2025 ~ Crescent Grove Advisors, a boutique wealth management firm, is celebrating a decade of dedicated service to its clients. Founded in 2015, the employee-owned firm has remained committed to providing personalized and high-quality services to its clients.

Gregg George, J.D., LL.M., Managing Director and Senior Client Advisor at Crescent Grove Advisors, expressed his joy and pride in reaching this milestone. He stated that it is a testament to the meaningful impact the firm has had on its clients' lives. He also added that they are excited to continue partnering with clients and their families for many more years, empowering them to achieve financial well-being and protect their legacies.

Crescent Grove Advisors specializes in simplifying the complexities of ultra-high-net-worth and multi-generational wealth. The firm offers differentiated family office solutions and services, catering to both current and emerging wealth. With an integrated team of experts in investments, tax, estate planning, and philanthropy who have worked together for decades, Crescent Grove provides continuity and deep institutional knowledge for its clients. The firm maintains a low client-to-advisor ratio to build trust in relationships and deliver personalized counsel.

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The founding members of Crescent Grove Advisors - Gregg George, Dave Keevins, Nick Kochanski, and Mitch Prosk - have been working together as a team for over 20 years before establishing the firm in April 2015. Their unique vision for independent advice has led the firm to grow more than threefold in its first decade of operation through organic growth alone. Today, Crescent Grove Advisors has 35 employees and approximately $5 billion in assets under management.

In line with their commitment to providing customized financial journeys for their clients, Crescent Grove Advisors continually expands its range of offerings, tools, and strategies. In August 2023, the firm established an affiliated alternative investment firm called Barrett Upton Capital Partners LLC (https://barrettupton.com/). This move allows high-net-worth and institutional investors to access private market investment opportunities through Crescent Grove.

Dave Keevins, MBA, Co-Chief Investment Officer and Senior Client Advisor, shared his satisfaction in seeing the firm's overarching investment philosophy come to fruition. He stated that their platform creates high conviction investments that participate in market upswings while also protecting capital during downturns. With the addition of Barrett Upton, Crescent Grove has taken its private-market capabilities to a new level, providing clients with access to alternative assets previously unavailable to them. The firm's growth in assets under management reflects its attractive platform offerings and long-term client satisfaction.

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To further accelerate its growth plans, Crescent Grove recently welcomed Adam Lieb as Chief Business Development Officer. With over 25 years of experience in family office and wealth management, Lieb will utilize his expertise and network to fuel strategic growth for the firm.

Nick Kochanski, CFA, MBA, Managing Director, Chief Financial Officer, and Senior Client Advisor at Crescent Grove Advisors, emphasized the firm's focus on helping clients achieve their goals. He stated that over the past 10 years, they have achieved remarkable milestones through organic growth alone. By avoiding firm and advisor acquisitions that could disrupt their culture and client-first focus, Crescent Grove has been able to invest in technology and build lasting relationships with clients. This has positioned them to deliver advice and capabilities that rival much larger firms while maintaining a personalized and concierge-style experience for their loyal clients.

As Crescent Grove Advisors celebrates its 10th anniversary, it looks forward to continuing its mission of providing white-glove client service and specialized guidance for building lasting wealth for many more years to come.

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