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The Crestone Company Difference

Financial planning is an invaluable service millions of Americans choose to take advantage of. Families are able to plan their dream vacation to Disney World. Young professionals can save up to purchase their next car with cash. And business owners can expand in ways they never thought possible.

Yes, financial planning is monumentally beneficial — but only if it’s done right.

At The Crestone Company, we approach financial planning differently than other advisors:

  • We don’t just create a plan that looks good on paper, but one that can be successfully implemented in real life.
  • We don’t recycle plans or give out rehearsed advice. We design strategies that align with the unique life, goals and needs of each client.
  • We don’t take on hundreds of clients and forget their names. We build relationships founded in trust, respect, and reciprocity.
  • We aren’t here only in good times and when things are going well. We are the voice of reason and assurance when clients are faced with having to make a major life decision.

Whether you’ve been with your advisor for decades or days, you deserve the attention of a qualified professional who cares. Call today to schedule a no-obligation, complimentary consultation.

Eddie Ramey

Mark Edward Ramey, better known as Eddie, is the owner and client wealth manager at The Crestone Company. He has been working with clients in the financial services industry for nearly 20 years and purchased the firm from his father in 2007.

Eddie earned his BA in Business Administration from Mesa State College in 2001. His childhood memories always included his dad attending athletic events and family vacations — a lifestyle he hoped to one day emulate. Eddie’s decision to pursue a career in financial services was a direct reflection of that desire. Today, he is proud to lend his professional experience and expertise to help others navigate difficult life decisions with confidence and peace of mind.

A native of Colorado Springs, Eddie and his wife, Megan are happy to be raising their three daughters in the same community where he spent his childhood. When he isn’t at the office or home with his wife and daughters, Eddie enjoys skiing, fishing, golfing and exploring the mountains. He is a Colorado Springs Charter Academy Board Member and is involved with Ministry in the Marketplace.

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