Is your advisor a CFP? It matters.
We're more than financial planners.
We're trusted confidants, savvy partners, and wise advisors who help you manage your wealth with excellence. We're adept at navigating complex situations, and we bring every part of your wealth together in harmony to help you accomplish great things. Our comprehensive planning experience is fueled by your values and goals, and our relentless desire to bring you complete peace of mind.
Meet Our Founder
Loving family. Chasing dreams. Helping people. These things mean everything to us, and they're why we do what we do. We lift others up in every way possible, and we believe there's always room to move forward. By building trust and lifelong relationships, we're prepared to do what's best for our clients, no matter what.
Service Offerings
At Crown, we focus on comprehensive wealth management that brings every part of your financial world together. We specialize in estate planning, business succession, and private wealth management, and we always put your best interest first. Our goal is to bring harmony to your finances and your family so you can enjoy your success and have peace about the future.
Client Profiles
Business Owners
Retirees
Physicians
Families
Awards
Recognition we're honored to share
Lizzie Dipp Metzger was listed on the 2024 Forbes1 Top Financial Security Professionals list for the fourth year in a row. Lizzie was ranked #11 overall and the top female financial security professional in the nation.
Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology by clicking here.
Forbes1 ranked Lizzie Dipp Metzger #2 in Texas on their list of Best-in-State Financial Security Professionals for 2024.
For more than 30 years, the CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and commit to CFP Board's ethical standards. CFP® professionals are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. Click here to learn more.
The Master's of Science in Financial Services (MSFS) degree is awarded to those who complete 36 hours of course credits that focus on increasing skills related to analyzing, planning, and implementing cohesive financial strategies.
Lizzie Dipp Metzger is a member of the Financial Planning Association, a top membership organization for financial service professionals. Click here to learn more.
Million Dollar Round Table is an association of leading life insurance and financial service professionals from around the world. Top of the Table (TOT) is recognized as the highest standard in the life insurance business at MDRT and is only given to the top financial professionals. Lizzie Dipp Metzger received this honor for the seventh year in 2024.2 She also received the Top of the Table honor for ten years. Click here to learn more.
The Million Dollar Round Table (MORT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
The AEP® Designation is a graduate-level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning who support the team concept of estate planning. It is awarded to estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.
The Certified Private Wealth Advisor (CPWA®) certification is designed specifically for seasoned advisors and wealth managers.The CPWA® certification program was accredited by ANAB (ANSI National Accreditation Board) in 2022, affirming that the CPWA® certification consistently distinguishes those who meet a global standard of competency and skills in private wealth management from those who do not. Click here to learn more.
Lizzie has once again been named to the 2024 Chairman's Cabinet of New York Life. Members of the elite Chairman's Cabinet are the top fifty agents among New York Life's sales force of more than 12,000 agents.
Council is an annual New York Life recognition program based on agent production from July 1- June 30.
1Data provided by SHOOK®Research,
LLC.Data as of 12/31/23. Source: Forbes.com
(July, 2024).
Neither SHOOK nor Forbes receives any
compensation in exchange for placement on its
Top Financial Security Professional (FSP)
rankings, which are determined independently
(see methodology). FSP refers to professionals
who are properly licensed to sell life
insurance and annuities. FSPs may also hold
other credentials and licenses which would
allow them to offer investments and securities
products through those licenses. Ranking
algorithm is based on qualitative measures
learned through telephone, virtual and
in-person interviews to measure best
practices. Also considered: client retention,
industry experience, credentials, review of
compliance records, firm nominations; and
quantitative criteria, such as: assets under
management, sales figures and revenue
generated for their firms. Investment
performance is not a criterion because client
objectives and risk tolerances vary, and
audited performance reports are rare.
Individuals must carefully choose the right
FSP for their own situation and perform their
own due diligence. SHOOK's research and
rankings provide opinions intended to help
individuals choose the right FSP and are not
indicative of future performance or
representative of any one client's experience.
Past performance is not an indication of
future results. For more information, please
see
www.SHOOKresearch.com. SHOOK is a registered trademark of
SHOOK
Research, LLC
2Council is an annual New York Life recognition program based on agent production from July 1- June 30.
