Crosby Advisory Group, LLC

Crosby Advisory Group, LLC Investments and Insurance in Ashland Ohio

We specialize Wealth Accumulation and Risk Management

We build custom investment strategies to fit your risk tolerance and investment objectives. We offer options with more potential for growth as well as options that are targeted for asset preservation and lower risk.

Around Town Tuesday!!Grab a cone and take a load off at this quaint little area. Where are we?
09/08/2026

Around Town Tuesday!!

Grab a cone and take a load off at this quaint little area. Where are we?

Our offices are closed today for Labor Day! See you back here tomorrow.
09/07/2026

Our offices are closed today for Labor Day! See you back here tomorrow.

If you're in the Ashland area, consider joining our next hands-on workshop. As we look for ways to help support the Ashl...
09/03/2026

If you're in the Ashland area, consider joining our next hands-on workshop. As we look for ways to help support the Ashland community, our goal is to provide tools to help you assess, build, and protect your financial goals.

You'll get individual exercises and group learning focused on:
✔ Financial fundamentals
✔ Types of investments and accounts
✔ Tax planning
✔ Wealth protection
✔ You might even get some cool CAG swag. We shall see!

Luna at South Street Grille (121 South Street) | October 15 from 5:30-7 pm

Register now - spots are limited: https://www.crosbyadvisory.com/building-your-financial-framework

If you are already a CAG client and want to learn about these topics, reach out to us directly. We'd be happy to have you in for a 1:1 session.
CAG is a registered investment advisor. Investing involves risk and all risks and fees should be considered before investing.

It's Around Town Tuesday! This hidden gem offers red light therapy, cold plunge, sauna, massage and more. Where are we?
09/01/2026

It's Around Town Tuesday!

This hidden gem offers red light therapy, cold plunge, sauna, massage and more. Where are we?

It's been an exciting week at CAG! Please join us in welcoming Joe Lewis as our newest Investment Advisor 🎉Schedule an a...
08/28/2026

It's been an exciting week at CAG! Please join us in welcoming Joe Lewis as our newest Investment Advisor 🎉Schedule an appointment or stop by to say Hi!

Joe brings 17+ years of experience to our team and we look forward to learning from him and rounding out our Ashland-based team: https://www.crosbyadvisory.com/team-member-01/joe-lewis

This week we visited a spot we've gotten to know very well since moving into our Ashland office on Main St. Any guesses?...
08/25/2026

This week we visited a spot we've gotten to know very well since moving into our Ashland office on Main St. Any guesses?

When planning for retirement, much of the conversation centers on one question: what rate of return can I expect from my...
08/21/2026

When planning for retirement, much of the conversation centers on one question: what rate of return can I expect from my investments? However, once you begin withdrawing money from your portfolio, another factor can become just as important: the order in which those returns occur. Why? Listen to our 5-minute Quick Thoughts podcast: https://www.crosbyadvisory.com/blog-01/quick-thoughts-sequence-returns-risk
CAG is a registered investment advisor. Investing involves risk and all risks and fees should be considered before investing.

We were Around Town last Friday at the Annual Putts for Pets Golf Outing! Any guesses as to where the event was held? ⛳T...
08/18/2026

We were Around Town last Friday at the Annual Putts for Pets Golf Outing! Any guesses as to where the event was held? ⛳

Thank you to the Ashland Young Professionals for hosting such a fun event for our furry friends 🐾

Address

19 W Main Street
Ashland, OH
44805

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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