Domicile State: MA
Cell: 917.841.3953
E-mail: tcrowley@coastalfinancial.com

Todd L. Crowley

After our children's rare disease diagnosis in 2018, I dedicated myself to providing top-notch financial guidance to the life science and nonprofit sectors. Our goal is to assist families like yours and support their missions, ultimately benefiting more people and patients.

We adopt a holistic family office approach to planning, ensuring individuals and families can focus on their missions while we handle their financial matters. Our team of CFPs serves as valuable thought partners, helping clients build and safeguard their wealth over the long term.

Additionally, we offer our holistic family office model as an Employer Sponsored Benefit to corporate and nonprofit clients, extending comprehensive planning to every employee.

Todd holds a BA from Colgate University, is involved in alumni affairs at both Colgate and The Belmont Hill School, and co-founded The Mending Minds Foundation, a nonprofit dedicated to enhancing the diagnosis and treatment of Childhood Post-Infectious Neuroimmune Disorders such as PANDAS and PANS. He has also served on the Board of Directors of Riverside Community Care, a Massachusetts-based nonprofit health and human services organization.

Todd resides in Wellesley with his wife and three children.