Crystal McMahon, CFP^®

Managing Director

Arrowroot Family Office

950 Broadway, Suite M100
Tacoma, WA 98402

FINANCIAL ADVISOR'S WEBSITE

arrowrootfamilyoffice.com

(253) 858-2427 CONNECT WITH Crystal

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-based Financial Planning, Wealth Management, Portfolio Management and Tax Services. Hourly, Flat Fee or Percentage of Assets Under Management.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$250,000

My Links

Company Website

Brochures

ADV Part 2

CRS

General

Crystal McMahon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Arrowroot Family Office in Tacoma, WA and the surrounding communities.

Financial Advisor Overview

I specialize in helping busy professionals and business owners protect and grow wealth, reduce taxes and achieve their financial goals to free up time so they can focus on what's most important to them. Plans are customized to suit each individual's, couple's or family's goals, lifestyle and their unique circumstances.

Financial Advisor Experience

As Managing Director of the Tacoma office, I’m responsible for helping successful individuals, families and business owners protect and grow wealth and minimize taxes, and overseeing a team of professionals that support our clients. After over two decades in business that included owning and operating small businesses and high-level roles in sales management and commercial real estate, I became a Financial Planner working with a senior advisor, and I eventually ended up running a solo planning and advisory practice before deciding to join forces with Arrowroot Family Office.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Enrolled Agent

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Business Taxes, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances