Why Choose Us

We believe our knowledge and experience in capital markets and wealth management is deep. However, our goal is truly knowing the families we serve is how we build value. At Cravens Brothers, we take a consultative approach to learn as much as possible about the families we serve. Only then can we develop innovative solutions for the issues they face.

Customized Solutions

We believe understanding each client is the most important role we perform. Our purpose is to drive action by studying family dynamics, not just the numbers, so your plan and values are aligned. Together we will focus on your capital - human, intellectual and financial - to unify generations.

Wisdom vs. Knowledge

  • We want you to experience life, not just read about it. Why is it that smart, successful people find happiness so elusive?
  • --why do we struggle with what makes us happy?
  • How can we use our assets more effectively to build a more meaningful and satisfying life?
  • Family generational transfer failures can be caused by a breakdown of communication and trust within the family.
  • How can we develop a process for giving back in a way that unites the family around its core values?
  • Can we identify and document the family’s vision for its wealth – financial, human and intellectual – that creates conversations of how the family can make good decisions together in order to fulfill its vision?

Planning for Life

Melding wealth with meaning - allowing families to live richer lives - personally, professionally, spiritually.