With nearly 100 years of experience and a team-first culture, BlueCrest Financial is ready to help the right firms transition with confidence. They bring boutique-level care to every transition — protecting your clients, your values, and the legacy you’ve built.
Discover how BlueCrest Financial helps advisors protect their legacy and clients during the next chapter of their journey.
BlueCrest Financial blends the scale of a multi-state network with the heart of a boutique firm. Rooted in nearly a century of service, their approach has always been relationship-first — ensuring every advisor and client feels supported, not absorbed.
For founders thinking about what’s next, BlueCrest offers more than a succession plan. They offer a trusted path forward where your legacy, values, and client relationships remain intact.
Meet the people behind BlueCrest — experienced professionals who lead with integrity and a shared commitment to preserving your client relationships, team culture, and legacy.
Senior Financial Advisor, West Texas
With deep roots in Odessa and 25+ years guiding families and business owners, Angie brings a hands-on, community-first approach to every transition. Sunsetters trust her for her heart, not just her head.
Vice President, BlueCrest Financial Alliances
Shad leads BlueCrest’s advisor partnerships with one goal: make every transition smooth, personal, and legacy-driven. After 30 years in the industry, he still starts every conversation by listening.
BlueCrest partners with firms that care deeply about their clients and want a transition that feels personal — not packaged. Whether you’re ready to step away or want to stay involved for a few years, their team builds around your goals, not the other way around.
They typically work with firms between $25M–$300M AUM, but more than numbers, they look for cultural fit, shared values, and a client-first mindset.
BlueCrest knows your firm is more than a book — it’s people, trust, and culture. That’s why their transitions are built to feel seamless: your team stays, your clients stay with familiar faces, and your values stay intact.
Behind the scenes, their transition team handles the heavy lifting — making the process smooth, respectful, and easier than you imagined.
Their job is to enhance what you’ve built, not replace it.
BlueCrest doesn’t just earn client trust — they keep it through the transition and beyond. Here’s what clients have said after working with their team:
“I liked Shad right away — he’s local, approachable, and someone my clients can actually meet. BlueCrest says all the right things, and frankly, they do financial planning better than I ever did.”
Bob H.
BlueCrest offers a rare blend of stability and flexibility — nearly a century of legacy, guided by a leadership team that puts people over products.
Sunsetters choose them because they don’t disrupt what’s working. They support it, scale it, and protect it. You stay in control of your relationships. Your clients stay cared for. Your legacy stays intact.
And with the strength of MassMutual behind them, They incorporate protection planning and risk management as part of their holistic process — not as a product push, but to build more resilient outcomes for generations of clients.
If you’re exploring succession options and want a partner who values what you’ve built, we’d be happy to introduce you to the BlueCrest team.
They’re especially focused on firms in Texas, Oklahoma, New Mexico, Louisiana, and Kansas — but are open to the right cultural fit wherever you are. You can request an introduction, or a firm overview deck.
The process is confidential, efficient, and tailored to your timing.
No pressure. No commitment. Just a conversation.
CERTIFIED EXIT PLANNING ADVISOR
Evaluate your practice based on AUM, revenue, and overhead. Get insights & strategies for buyer expectations to boost value.
Understand your valuation in today’s market. Develop a clear strategy to optimize your practice and enhance valuation before selling.
Clean up your financials, improve client retention, and reduce inefficiences to increase the value of your practice.
Meet with 2-3 buyers we’ve sourced & hand-selected based on your preferences to determine the best fit.
We will lead you through the negotiation process to put together the best deal structure and ensure a smooth transiton.
Once the deal is signed, the real work begins. We help you navigate the handoff process to maximize client retention.
