Ezra Crosby

About Ezra Crosby

Christians want to live as stewards and live a meaningful life…so how do finances fit into the picture? Between search results, societal opinions, and our own fears it is easy to stall and get confused on the role of our finances in our own stories. If you’re like many of the people who have reached out, at least one of these feels familiar:• Our plan never was established - income and assets grew, clarity didn’t.• You are approaching retirement and don’t have a clear plan• You worry about what you’ll leave after you pass• You’re navigating an inheritance and are unsure how to handle it.• You’re selling a business and are unsure where to go.• You need to set up benefits for your business/non-profit but don’t know where to start.I Typically Partner With: Christian Families, business owners, and organizations wanting to live as stewards over their finances.This is done through different financial tools:• Life Insurance & Risk Management Planning• Small Business planning & Selling Strategies• Business and Non-Profit Retirement Plans• Legacy Planning strategies• Estate Planning Strategies• Tax-Efficient Strategies and Asset Location• Comprehensive Retirement PlanningAll of these pieces fall together into financial realignment.A simple plan as a steward for complicated situations.A plan that is built out of love for those in your life who you want to be a steward to. This is how we help you. Message me ‘Finances’ to learn more.

Experience

1. Financial Advisor

   Firstrust Financial Resources

   May 2023 — Present · Philadelphia, PA, US

   I help families, Business owners, and Non-profit organizations be stewards over their finances and planning structures

Education

• Gordon College

  Finance & Business Admin, Business Administration and Management, General

  2019 — 2022