Planning That Makes a Difference

Securing your own financial future now means even more. With Todd's team, not only will your retirement planning, insurance, estate planning, investment goals, and more be optimized, but he is also working to help cure a rare pediatric disease. When his three children were diagnosed with PANDAS, he dedicated his work and a percent of his income to creating, funding, and now growing the Mending Minds Foundation. Be part of the change, in your life and in the lives of others.

Connect With Todd

Todd Crowley | Partner

tcrowley@coastalfinancial.com | 917.841.3953

  • 197 First Avenue, Suite 250 | Needham, MA | 02494

  • 280 Congress Street, Suite 1300 | Boston, MA | 02210

  • 62 State Road | Dartmouth, MA | 02747

Why Todd Crowley?

After 15 years growing financial planning firms, Todd's life and family changed. While trying to find help for his own kids' medical conditions, he realized the true mission of his work - to help the life science and medical communities: the very same people who one day may help his own children; and the thousands of others like them:

Todd specializes in working with:

Life Sciences Companies

Change Makers

Executives & Board Members

Now, he specializes in personal financial planning for individuals and companies in the life sciences, and treats every one like family. And one of those clients might just help heal his own one day.

Todd & Coastal Financials Approach

Todd's work is a true, holistic approach to financial wellness.

Many use the word "holistic." Few actually achieve it.

Todd's nearly 20-year career allows him to provide a unique system of financial advising that is traditionally only accessible by the top income earners in the country. Yet, Todd can provide it to each and every one of his clients.

This means more comprehensive care at rates designed to accommodate any life sciences employee.

Learn More About Todd

  • Life science and medical employees are under unique financial stressors. I've created an approach that gives the most comprehensive advice across all aspects of financial wellness to each and every client.

  • Yes! Our Personal Finance Concierge service is designed for companies to offer their employees. National surveys show that employees want a "high touch" financial planning service! They also show that retention and attraction can increase significantly when employers offer a service like this. Decreasing turnover (even one employee!) creates a significant ROI for the employer, higher job satisfaction and productivity.

  • Jog more than my knees want me to. Continuously pretend I'm going to learn the guitar that's been sitting in our living room for over a year. I also love to fly and drive the various remote control aircraft and cars we've bought "for the kids" over the years. Okay sure, they were 2 & 3 years old at the time. But I did buy them for the children. Seriously.

  • Take this simple, two-minute questionnaire and I'll be in touch to let you know more about how I can help.