About Cranbrook Wealth Management

Since 2004, Cranbrook Wealth Management has taken a lifetime perspective to clients' complex financial situations as their trusted, SEC-registered independent investment advisory firm. With more than $900 million in client assets under management, the team of professionals at Cranbrook Wealth execute with discipline and competency, building client relationships through expertise, trust and empathy. 

From portfolio management and investment guidance to strategic wealth planning across a variety of disciplines, let us be your Advisors for Life.



Our Team

Founder and President

Richard is the founder of Cranbrook Wealth Management, LLC. He was a pioneer in comprehensive financial planning in the...

Chief Executive Officer

Casey is responsible for managing the firm as well as advising clients of his own – particularly corporate executives...

Investment Adviser Representative

Mark has been advising and servicing clients since he entered the financial planning profession in 1997. He strives to...

Investment Adviser Representative

Logan joined the firm in 2015. In addition to advising his own clients, Logan also assists the firm principals in...

Associate & Analyst

Dominic graduated from Clemson University in May of 2019 and joined the firm shortly thereafter.  Dominic assists the...

Latest Blog Post

Preparing for an Early or Unexpected Retirement

by Casey Bear on
A once-in-a-generation event like the COVID-19 pandemic can encourage those near retirement age to evaluate their preparedness for an early or unexpected retirement. Here are some items to consider should you find yourself in this position.

Saving Smart for College with a 529 Plan

by Casey Bear on
With more investment options being added each year, and relatively low costs, 529 plans have many attractive features for college savers, notably offering significant tax advantages while also giving investors flexibility and high contribution limits.