Welcome to the Crescent Group

Recognized by Forbes as a "Best-In-State Wealth Management Team" for 2024 and 2025, The Crescent Group helps successful individuals and institutions navigate their financial vision, overseeing the management of their wealth planning and financial details. We’ve built a team dedicated to putting the client first and focusing on what matters most to them, while emphasizing integrity, work ethic, and intellectual rigor. Our clients consist of founders, CEOs, senior executives, highly successful professionals, and institutions. We pride ourselves on offering the best of both worlds – the intimacy and customization our clients deserve, combined with the resources, capabilities, and security of a global bank.

Learn more today.

Proud to work with a nationally recognized teammate

At The Crescent Group, we are very proud that Financial Advisors, Carsten Frederiksen and Paul Hendershot, have received several prestigious awards. It's an honor to have teammates nationally recognized as some of the best in the industry--because it means we are serving our clients well. Congratulations, Carsten and Paul!

Carsten Frederiksen

• Forbes Best-In-State Advisor Wealth Advisor 2024, 2025
• AdvisorHub Advisor to Watch 2023
• Forbes State-by-State Top Next-Gen Wealth Advisor 2022

Paul Hendershot

• Forbes Best-In-State Advisor Wealth Advisor 2024, 2025
• Forbes State-by-State Top Next-Gen Wealth Advisor 2022

The Crescent Group was also named

• Forbes Best-In-State Wealth Management Team in 2024 and 2025

Competitive rates for your cash

Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers a cash sweep program that provides competitive interest rates. Visit RBC Insured Deposits to view our program Terms and Conditions and our current rates.

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

Is your financial future on solid footing?

Click here to receive our Wealth and Wellbeing Checklist.

Your vision for the future. Our guidance to help you get there.

The Crescent Group never stops asking: “What’s next for you?” You have a vision for the future, and our wealth planning process guides you toward realizing that vision.

We listen, learn and then guide—building a plan unique to you and your vision. We’ll bring in RBC Wealth Management professionals to provide advice on specific areas important to you.

After assembling your wealth plan, we then implement The Crescent Group’s globally diversified asset allocation strategies, which we tailor to your specific goals and circumstances. In tailoring your specific global asset allocation strategy, we work with RBC’s international team of professionals, who continually analyze markets, securities, managers and industries—all to verify that your allocation remains on track.

Finally, our team proactively contacts you to maintain an open line of communication and adjust your plan for any new developments in your circumstances. We never stop asking, “What’s next for you?”