Indianapolis (Jan. 31, 2003) -- Top 100-ranked Crowe Chizek & Co. has entered the wealth management services arena with the launch of a new subsidiary.The fee-only entity, Crowe Wealth Management, is a joint venture between Crowe Chizek and Indianapolis-based Oxford Financial Group Ltd., a fee-only registered investment advisor. The firm, which launched Jan. 1, offers family office services, investment planning and evaluation, as well as trust and fiduciary services.
Don Bouffard, formerly partner-in-charge of Crowe Chizek’s commercial services group, serves as managing executive of Crowe Wealth Management, based out of the firm’s Columbus, Ohio office. He remains a partner in the CPA firm. The entity’s nine other full-time employees are also from the CPA firm.
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