Broker Check

Darel Crosby | Wealth Manager

Darel has been a Financial Advisor since 1994 with over 25 years of experience and he specializes in Retirement Planning, Wealth Management and Investing. After graduating from the Marriott School of Management at Brigham Young University, he began his professional career with a New York based financial firm. After being a Brokerage Manager training Financial Advisors for a National Company and being a Financial Advisor in multiple CFP offices, he started Crosby Retirement Planning in 2004 in an effort to provide independent advice that all wise investors seek. He loves what he does, cares deeply about his clients, and enjoys helping them pursue and achieve their financial goals and dreams. Outside of work Darel enjoys spending time with family and helping his local congregation and community. He is also an avid fan of many local sports teams! He met and married his wife Shannon during college and they have 5 children, 3 son’s in-law and 2 grandchildren. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.