Jason Dall'Acqua
CFP®
Crest Wealth Advisors LLC
Founder & Financial Advisor
Jason Dall'Acqua
CFP®
Crest Wealth Advisors LLC
Founder & Financial Advisor
Fee-only financial planning to help mid-career professionals and near retirees invest wisely, plan intentionally and live more confidently. - Jason Dall'Acqua, CFP®
Your trusted financial partner in helping you maximize your money through financial planning and investing.
Jason Dall'Acqua is a fee-only financial planner located in Annapolis, MD.
Crest Wealth Advisors LLC provides financial planning and investment management services to help busy professionals make informed and intentional financial decisions to achieve their goals and feel confident about their financial future.
As an independent, fee-only advisor, Jason Dall'Acqua is never paid a commission of any kind, and operates as a fiduciary to provide unbiased and trustworthy financial advice.
Welcome! My name is Jason Dall’Acqua, founder of Crest Wealth Advisors LLC.
I am a born and raised Annapolitan, a husband, and a finance enthusiast whose mission is to help mid-career professionals and near retirees be more intentional in their financial management to achieve their goals and feel confident about their financial future.
My goal is to help you to understand the why behind every financial decision or investment. The why varies from one person to the next, but it is the thing that drives you and guides our financial decision making: family, security, legacy, abundance, freedom, travel, you name it!
With over a decade of experience as an independent financial planner, I have had the pleasure to help clients confidently navigate a wide array of financial situations while assisting them with their personalized investment strategy.
I truly enjoy every aspect of what I do and I am fortunate to have been able to focus on my passion for so long. My journey to where I am at today includes:
- Graduating with a degree in Economics from the University of Maryland
- Obtaining my Investment Advisor registration in 2012
- Earning my CFP® designation in 2015
- Serving as President of the National Capital Chapter of The Society of Financial Service Professionals
- Frequently being quoted in the media on a range of financial topics
Outside of work you can find me spending time with my wife, Peggy, on a run around Annapolis, hiking with our dog Kaya, golfing and enjoying all that Annapolis has to offer.
Click here to schedule a free call or visit www.crestwealthadvisors.com to learn more.
Jason Dall'Acqua is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Crest Wealth Advisors mission is to help people make more intentional financial decisions in order to reduce stress, build wealth and feel more confident about their financial future. We all face impactful financial decisions on a day-to-day basis - investing, saving, planning for retirement, minimizing taxes, maximizing employee benefits, paying down debt - the list could go on. It can all feel overwhelming at times. Fortunately, CWA is here to guide you in all things financial to ensure that your money is being used in your best interest.
While Crest Wealth Advisors works with people from all walks of life, many of our clients include:
- Mid-Career professionals who face increasingly complex financial lives and lack the time or energy to manage their finances on their own.
- People 5-10 years away from retirement who are seeking clarity and assistance in successfully making the transition.
Do you relate to any of the following?
- You have numerous goals and don't know how to balance them all.
- You are unsure of your investment strategy or lack one entirely.
- You seek clarity regarding your entire financial picture and what it all means.
- You want to be sure you are minimizing your tax burden.
- You have transitioned jobs several times and as a result have financial accounts scattered around and not receiving attention.
- You received an inheritance, but do not know how to put the money to best use.
- You are starting to think about retirement, but have no idea when that is possible or what that phase of life will look like financially.
Do not let these questions go unanswered. By working together, you gain a partner to provide:
- Organization and clarity about your financial situation
- An actionable plan to achieve your short- and long-term goals
- Accountability to ensure you are moving in the right direction
- A professionally managed investment strategy aligned with your financial plan
- Peace of mind and time…and who does not want more of those!
Ready to take control of your financial future? Contact me at Jason@crestwealthadvisors.com or visit www.crestwealthadvisors.com. Click here to schedule a free call.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Near Retirees
- Growing Families
- Business Owners
- Sudden Money Situations
- Novice Investors
- Mid-Career Professionals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jason Dall'Acqua is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jason Dall'Acqua is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jason Dall'Acqua is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Jason Dall'Acqua
Office Locations:
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1125 West Street
Suite 620
Annapolis, MD 21401
