Margaret Ellison
Founding Partner, CFP®
Independent · Fiduciary · Est. 1998
Independent advice. Thoughtful planning. A future built around you.
Aldercrest Wealth Partners is an independent advisory firm helping individuals, families, and business owners plan, invest, and build lasting wealth - guided by a team that puts your interests first.
$2.4B
Assets under advisement*
25+
Years serving clients
Who We Are
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A firm built on independence and relationships.
For more than 25 years, Aldercrest has advised clients the independent way - free of proprietary products, sales quotas, and the conflicts that come with them. Our only obligation is to the people we serve.
As a team, we bring together deep expertise across planning, investments, retirement, and wealth transfer - so whatever your situation, you're supported by a specialist who knows it well, backed by a firm that knows you.
1,800+Households served
12Advisors & specialists
What We Do
Comprehensive advice, delivered by a team.
Financial Planning
Comprehensive, living plans for every stage of life.
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Investment Management
Evidence-based portfolios managed with discipline.
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Retirement Planning
Dependable, tax-aware income for the long haul.
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Wealth Management
Preserving and transferring wealth across generations.
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Tax & Estate Planning
Coordinated strategies to protect what you pass on.
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Business Owner Planning
Succession, exit, and personal/business coordination.
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Our Approach
A proven process, from first meeting onward.
- 01
Discover
Understand your goals and priorities.
- 02
Plan
Build a strategy around your life.
- 03
Implement
Put the plan into action.
- 04
Monitor
Review and adjust as life changes.
- 05
Evolve
Adapt as your financial life grows.
Our Team
Meet the full team →
Specialists who know your situation.
James Okoro
Partner, CFA®
Jasmine P
Partner, CFP® CPA
Daniel Brooks
Retirement Specialist
Who We Serve
Tailored advice for every kind of client.
Individuals
Families
Business Owners
High-Net-Worth
In Their Words
"Working with Aldercrest feels like having an entire financial team in our corner - one that actually knows our family and our business."
Insights
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Ideas worth your time.
Retirement
The five-year runway before retirement
The moves that matter most in the final stretch.
March 4, 2026 · 6 min read
Investing
Building a portfolio for all seasons
Diversification that holds up when it matters.
February 18, 2026 · 5 min read
Business Owners
Planning your exit years in advance
Why succession starts long before the sale.
January 29, 2026 · 7 min read
Let's Begin
Meet the team that will build your plan.
Your first conversation is complimentary - an honest discussion about where you are and where you'd like to go.
Book a Discovery Call