Cremé Wealth was founded on a simple belief: wealth should serve a purpose greater than itself. As a Christian financial planner in Plano, we help individuals and families align their finances with their values through clear, fiduciary guidance. Our mission is to bring the sophistication of a family office to every client—providing the same thoughtful strategy, coordinated services, and personal attention typically reserved for the ultra-wealthy.
We lead with stewardship, integrity, and compassion. While our Christian principles shape how we serve, our doors are open to everyone who values honesty, purpose, and meaningful financial planning.
As a locally based practice, Cremé Wealth is proud to serve families and professionals across Plano, Frisco, Allen, and the surrounding communities. Our Christian faith influences not only how we plan but how we give—through involvement in local churches, charitable foundations, and community events. Our work is about more than financial growth; it’s about creating positive change and building legacies that last.
We believe the best outcomes often come through collaboration. By working alongside experienced professionals in complementary fields, we help provide clients with access to specialized knowledge that supports well-rounded financial strategies tailored to their unique goals.
Tax Professionals
Mark Kirker
Owner
Hawk Tax Solutions
Jeff Beckley, CPA
President
Beckley & Associates, PLLC
Portfolio Managers
Adam Steffanus, CFA
Co-Lead Portfolio Manager
ARI Global Select
Michael Valentinas, CPA
Co-Lead Portfolio Manager
ARI Global Select
Strategic partners are not affiliated with Victory Financial Group, LLC.
Wealth Should Serve a Purpose
Money is a tool to help people live intentionally, support their families, and contribute meaningfully to their communities.
Clarity Creates Confidence
When every piece of your financial life works together, decisions become easier and your goals feel within reach.
Integrity Builds Legacy
True success comes from serving others with honesty, excellence, and stewardship in every interaction.
Simple Steps, Extraordinary Outcomes
We put your goals first.Every plan starts with what matters most to you.
We make planning easy.Investments, estate, and tax strategies—all coordinated in one place.
We act with integrity.As fiduciaries, we put your best interests above all else.
Next Steps
Ready to Begin Your Journey?
If you’re ready for a financial relationship rooted in trust, purpose, and clarity, we invite you to connect with our team. Schedule a meeting at our Plano office or online to see how Cremé Wealth can help you plan confidently for your future.
