Crown Wealth Strategies

What Crown Wealth Strategies does

Crown Wealth Strategies is an independent, privately held financial advisory firm headquartered in El Paso, Texas, founded in 2009 by Lizzie Dipp Metzger. The firm operates as a licensed agent of New York Life Insurance Company, a registered representative of NYLIFE Securities LLC, and an investment adviser representative of Eagle Strategies LLC, with exclusive Member Agent access to The Nautilus Group for complex estate, business, and charitable planning. It delivers tiered financial planning services — Personalized Financial Planning as the core offering, Bespoke Financial Management as a premium personal-CFO service capped at 10 new families per year, plus Group Benefits, Estate Planning, Business Succession Planning, and Individual Solutions — targeted at high-net-worth individuals, business owners, physicians, retirees, and families primarily in El Paso and nationally via virtual advisory. Technology includes the proprietary Crown Align planning platform, a custom mobile client application for iPhone and Android, and integrations with third-party tools such as eMoney and Eagle Strategies.

The firm operates on a hybrid revenue model combining flat-fee financial planning engagements, fee-based investment advisory through Eagle Strategies, and commission-based insurance and annuity products distributed through New York Life and NYLIFE Securities, supplemented by professional services revenue from employer-sponsored group benefit plan administration. Customer acquisition is almost entirely referral-driven, reinforced by the founder's sustained Forbes rankings, MDRT Top of the Table status, NYL Chairman's Cabinet recognition, and active community involvement in El Paso nonprofits. The practice is small — approximately 10 total staff including 6 financial professionals — and is intentionally high-touch, with documented client outcomes including a nearly $18 million legacy boost and prevention of over $1 million in gift tax liability through proactive estate and benefit plan reviews.

Name

Crown Wealth Strategies

Legal name

Crown Wealth Strategies

Website

https://crownwealthstrategies.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Crown Wealth Strategies is an independent El Paso, Texas financial advisory firm affiliated with New York Life that delivers tiered wealth management, estate planning, business succession, and group benefits services to high-net-worth individuals, business owners, physicians, and retirees primarily through referral-based relationships.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Wealth management advisory
• Financial planning services
• Estate planning solutions
• Business succession planning
• Retirement income planning

Headquarters

HQ city

El Paso

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fee-Based Financial Planning: Financial planning services charged on a flat fee basis. Fees are clearly documented and provide comprehensive planning services regardless of time invested.
2. Investment Advisory Services: Fee-based investment management through Eagle Strategies LLC affiliation, providing access to fee-based products like investments.
3. Insurance and Annuity Products: Commission-based products including life insurance and annuities offered through New York Life Insurance Company agents and NYLIFE Securities LLC registered representatives.
4. Securities Products: Securities products and services offered through NYLIFE Securities LLC, Member FINRA/SIPC, including brokerage services.
5. Group Benefits Administration: Employer-sponsored benefit plan services including implementation, employee education, and annual administration for business clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels10 records

Core offering

Crown Wealth Strategies is an independent financial advisory firm offering comprehensive wealth management, personalized and bespoke financial planning, estate planning, and business succession services. The firm serves high-net-worth individuals, business owners, physicians, retirees, and families through credentialed CFP® advisors affiliated with New York Life Insurance Company, NYLIFE Securities LLC, and Eagle Strategies LLC, delivering integrated investment advisory, insurance, annuity, and group benefits solutions.

Product overview

Crown Wealth Strategies operates as a financial advisory firm offering a tiered service architecture. The core offering is Personalized Financial Planning, a comprehensive service using a Goals-Protection-Savings methodology. Premium clients receive Bespoke Financial Management—the firm's highest tier limited to ten new families annually, providing personal CFO services from founder Lizzie Metzger. Supporting these are Group Benefits packages (medical, dental, vision, life, disability insurance; FSAs; retirement plans), Estate Planning, Business Succession Planning, and Individual Solutions. The firm also provides a mobile application for client account access. All services integrate through the Crown Align platform, which unifies financial planning for high-net-worth individuals, business owners, and physicians.

Differentiator

Problem solved

Functional benefit

Products and services

• Personalized Financial Planning Comprehensive financial planning service that helps clients fine-tune their financial GPS (Goals, Protection, and Savings) through a holistic approach to grow and preserve wealth through every season of life. Includes annual reviews and ongoing advisory support on a flat fee basis.
• Bespoke Financial Management Highest service tier reserved for up to ten new families per year, providing a family-office-style approach with Lizzie Metzger serving as the client's personal CFO for comprehensive oversight of their entire financial world, with frequent meetings and coordination with attorneys, CPAs, and other professionals.
• Group Benefits Custom employee benefit packages for business clients including Group Major Medical Plans, Group Disability Insurance Plans, Group Life Insurance Plans, Group Dental and Vision Plans, Flexible Spending Accounts, Voluntary Coverage, and Retirement Plans. Includes plan implementation, employee education, and annual administration.
• Estate Planning Comprehensive estate planning services including legacy planning, charitable planning, and strategies to ensure wealth is distributed according to client wishes, supported by The Nautilus Group® for complex cases.
• Business Succession Planning Business succession and exit planning services including marketability analysis, buy/sell strategies, executive compensation, succession planning, exit strategies, and 401(k)/SEP/SIMPLE IRA management for business owners.
• Individual Solutions Individual-focused services including estate planning, wealth management, asset protection, disability and extended care needs, and insurance and annuities for individual clients.
• Crown Wealth Strategies Mobile App Mobile application for iPhone and Android devices enabling clients to check accounts, request appointments, access click-to-call office directory, view company news and financial videos, and refer friends.

Quantifiable outcome

• Helped client boost legacy by nearly $18 million
• +2 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• New York Life Insurance CompanycoreChannel Partner/ Reseller/ DistributorCrown Wealth Strategies advisors are licensed agents of New York Life Insurance Company and offer insurance products through this affiliation. The firm leverages New York Life's resources, products, and national brand while maintaining independent operations. Advisors have access to New York Life's Chairman's Council, President's Council, and Executive Council recognition programs. The firm is not owned or operated by New York Life but operates as an independent practice affiliated with the company.
• NYLIFE Securities LLCcoreChannel Partner/ Reseller/ DistributorCrown Wealth Strategies advisors are registered representatives of NYLIFE Securities LLC, offering securities products and services. Located at 201 E. Main Suite 600, El Paso, TX 79901, Members FINRA/SIPC. The firm offers investment products through this platform, providing clients access to fee-based investment management and brokerage services.
• Eagle Strategies LLCcoreTechnology or IntegrationInvestment adviser representatives including Lizzie Dipp Metzger, Brian Metzger, and Javier Zubiate are separately registered with Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies offers a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. This enables advisors to construct tailored strategies for clients' specific financial goals.
• The Nautilus GroupcoreStrategic or Co-development PartnerExclusive resource accessible to Member Agents working with affluent, high net worth, and business owner clients. Nautilus provides consultative services and technical case design for estate, business, charitable, insurance, and retirement strategies. Lizzie Dipp Metzger is a Member Agent of The Nautilus Group. The group is staffed by professionals experienced in law, taxation, accounting, business, insurance, finance, and philanthropic planning, providing dedicated support for approximately 200 elite Member Agents. Located in Dallas, TX.
• El Paso Children's Hospital FoundationminorOthersOngoing sponsorship of El Paso Children's Hospital Oncology Playroom (Dipp Metzger Children's Oncology Playroom). Lizzie and Brian Metzger are proud sponsors providing therapeutic art program support. Pablo Magdaleno Carlos serves as Chairman of the board of directors for El Paso Children's Hospital Foundation.
• United Way of El PasominorOthersLizzie Dipp Metzger serves as board member of United Way of El Paso, a charitable organization active in the El Paso community for nearly 100 years.
• Paso Del Norte Children's Development CenterminorOthersLizzie Dipp Metzger serves as active board member of Paso Del Norte Children's Development Center, providing children with special needs and their families therapeutic and educational support services in El Paso.
• Young President's Organization (YPO)minorOthersLizzie Dipp Metzger serves as active board member with YPO in El Paso. Members are top executives leveraging membership to help make a difference in the El Paso community.
• Make-A-Wish FoundationminorOthersCrown Wealth Strategies has supported Make-A-Wish Foundation for 6 consecutive years, donating $12,000 in 2022 alone to help critically ill children fulfill their dreams.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• MassMutual Financial Group: Mutual insurer with affiliated financial professionals offering insurance, retirement, and wealth management services. Comparable to Crown in captive-advisor distribution and integrated insurance-plus-investment planning for HNW and business-owner clients.
• Focus Financial Partners: Partnership model supporting independent wealth management firms serving HNW clients with planning, investment, and tax services. Comparable to Crown in HNW focus and the integrated advisor-led planning model, though at much larger scale.
• Hightower Advisors: National RIA platform serving high-net-worth individuals, families, and business owners with comprehensive wealth management, estate, and business succession planning. Comparable to Crown in target client segments and integrated planning approach.
• Ameriprise Financial: Diversified financial services company with a large affiliated advisor force delivering financial planning, investments, insurance, and banking products. Comparable to Crown in the affiliated-advisor model, comprehensive planning offering, and HNW/business-owner client mix.
• Northwestern Mutual Wealth Management: Captive advisor model combining insurance, investment, and financial planning for individuals and business owners. Comparable to Crown in its affiliated-advisor structure, mix of commission and fee revenue, and business-owner/physician/retiree client focus.
• Edelman Financial Engines: Large independent RIA offering financial planning, investment management, and workplace retirement plan services to HNW households and employers. Comparable to Crown in combining personal wealth planning with group benefits/retirement plan services for businesses.
• New York Life Wealth Management: Parent-affiliated wealth management platform of the carrier Crown Wealth Strategies is partnered with, offering investment advisory, financial planning, and insurance through affiliated agents. Comparable in offering mix, distribution model, and target HNW client segments.
• Creative Planning: Large, fast-growing RIA serving high-net-worth individuals, business owners, and retirees with comprehensive financial planning, investment management, estate, and tax services. Comparable to Crown Wealth Strategies in target client profile (HNW, business owners, physicians) and integrated planning model, though operating at vastly greater scale.
• Mercer Advisors: National RIA specializing in comprehensive wealth management, estate planning, and business succession for high-net-worth clients. Directly comparable to Crown's HNW, business-owner, and retiree focus and its full-service fiduciary wealth offering.
• Carson Group: Wealth management firm with a large affiliated advisor network offering financial planning, investment, and business-coaching services to HNW households. Comparable to Crown in its blend of personal-CFO-style advisory with a broader affiliated advisor ecosystem.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/lizdippmetzger
• YouTubeyoutube.com/channel/UCkphvz3PB7OtEdR7l8w-cJQ
• Facebookfacebook.com/Crownwealthstrategiesus/wall
• LinkedInlinkedin.com/in/elizabethdippmetzger

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Crown Wealth Strategies