Crown Advisors, LLC

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Crown Advisors, LLC

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Crown Advisors, LLC, Financial planner, 132 Joe Knox Avenue, Ste 104, Mooresville, NC.

09/04/2026

A few days into launch week for Beyond Getting Out of Debt, and we believe you may have the, “I wish I’d read this 10 years ago” feeling after reading this.

That’s really the whole point of the book — the framework doesn’t just apply if you’re starting from scratch. It may be useful whether you’re 25 and just starting out, or 55 and rethinking a decision you made decades ago.

Still available at $2.99 on Kindle this week. Link in the comments — and if you’ve grabbed a copy, thank you. It means more than we can say.

Book Link: https://linktr.ee/retirestronger

09/01/2026

IT’S HERE. 🎉

Beyond Getting Out of Debt is live on Amazon as of this morning — Kindle ($2.99) and paperback ($9.99).

→ Amazon link -> https://a.co/d/08VW407S

This book is for anyone who’s done everything “right” with money and still doesn’t feel ahead. It’s about the difference between debt that can build your future and debt that quietly drains it.

If you grab a copy, we’d be so grateful for an honest review once you’ve had a chance to read it — it makes a bigger difference than you’d think for first-time authors.

Book Link: https://linktr.ee/retirestronger

Thank you to everyone who’s supported us along the way. Today means a lot to both of us. 🙏

08/27/2026

5 days until Beyond Getting Out of Debt is live on Amazon!

A few friends have asked us what’s actually in it, so here’s the short list:

✅ The Debt Ladder — a 6-step framework for knowing where you stand financially
✅ Good debt vs. bad debt, explained in a way you can apply to real decisions
✅ How real estate investors use leverage to potentially build wealth
✅ A chapter on renting vs. owning that might surprise you
✅ Stoic philosophy applied to money — because the psychology matters as much as the math

Kindle launches at $2.99, paperback at $9.99, both on September 1.

Book Link: https://linktr.ee/retirestronger

If you know someone who’s been stuck on the “debt is the enemy” mindset, this one’s for them.

08/21/2026

Not all financial advisors are created equal — and the differences aren't always obvious.

From fiduciary duty to hidden investment costs, we broke down 5 common mistakes people make when choosing a financial advisor (and what to ask instead) in our latest blog post.

Link in comments

Whether you're exploring your options or want to better understand your financial plan, we offer a complimentary introductory consultation — no obligation, just a conversation: https://buff.ly/tn4tCAM

08/19/2026

Big news we’ve been sitting on for months: we wrote a book together, and it’s coming out September 1.

Beyond Getting Out of Debt: Why the Wealthy Think Differently About Debt.

Here’s the short version of why: most of us were taught that debt is something to avoid at all costs. But the wealthiest people we’ve worked with in financial services didn’t get there by avoiding debt — they got there by understanding which debt builds wealth and which debt destroys it.

That’s the whole book, applied to real estate, student loans, business credit, and everyday decisions.

We’d love it if you’d follow along over the next few weeks — we’ll be sharing more as we get closer to launch.

07/24/2026

Q2 2026 Market Review is here — and what a quarter it was.
After a turbulent start to 2026, markets staged one of the most powerful comebacks in recent memory:
S&P 500 up +15.2% — its best quarter since Q2 2020
Nasdaq surged +27.7%, led by AI and semiconductors
Emerging markets jumped +24% — best since Q2 2009
We break down what drove the rally, what the Fed's hawkish pivot means for your portfolio, and why staying invested through volatility has historically paid off.

Link in comments

07/10/2026

The biggest threat to your retirement probably isn't the next recession.
It's believing you can predict it.

Every market correction creates the same temptation:
"I'll get out now and buy back in later."

Sounds smart.
Research consistently shows otherwise.

Because you don't just have to be right once.
You have to be right TWICE.

When to sell.
When to buy back.

Miss either one, and the long-term impact on your retirement can be substantial.

The investors who consistently build lasting wealth don't spend their time trying to predict the next headline.
They build portfolios designed to survive whatever headline comes next.

That's a very different mindset.

06/26/2026

Skip ONE coffee.

Fund your future instead.

For many investors under age 50, fully funding a Roth IRA works out to about **$20.55 per day**.

The coffee is gone in 20 minutes.

The tax-free growth could last decades.

Which purchase will your future self thank you for?

Message us if you'd like to see whether a Roth strategy fits your retirement plan.

Link In Comments

06/12/2026

$1.77 trillion. The largest public offering in U.S. history. And for the first time, everyday investors can participate starting at just $2,000.

Before you click "buy," we think it's worth taking a few minutes to understand the full picture — the valuation, the anti-flipping rules that vary by broker, what history shows about year-one performance for major tech IPOs, and the bull and bear cases analysts are making right now.

We wrote it all up on the Crown Advisors blog. No hype, no predictions — just the data and context you need to make a confident, informed decision.

Link in comments

05/29/2026

We just published a new article that walks through one of the most common — and costly — retirement mistakes we see.

Meet David and Lisa (a hypothetical couple used for illustration). They did everything right:

Saved $1.8 million

Paid off their home

Kids financially independent

And they were still on track for a potentially six-figure, unnecessary tax bill in retirement.

No bad investments. No overspending. Just a retirement account structure that quietly works against you once the IRS starts forcing withdrawals at age 73.

Sound familiar? It should — because it describes millions of American retirees.

In our latest blog post, we break down:

What the "Hidden Tax Wall" is and why most people never see it coming

How Required Minimum Distributions, Social Security taxation, and Medicare surcharges can stack up fast

The three-part strategy that helped David and Lisa dramatically reduce their projected tax burden

Full Article: 🔗 in the Comments

Address

132 Joe Knox Avenue, Ste 104
Mooresville, NC
28117

Website

https://linktr.ee/retirestronger

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