Michael R. Crotty, CFP®

Managing Partner, Financial Advisor

Michael joined G9 Financial in 2016 to better serve his clients with independent advice and personalized service. He began his career in taxation and accounting after graduating from Bentley College, but shifted into a financial role two years later to parlay his knowledge of taxation and business operations into financial planning. He started his own successful practice in 2005 and uses a combination of education, advice, and practical decision guidance to help clients achieve their financial goals.

Certified Financial Planner™ professional since 2007, Michael is a member of the National Association of Insurance and Financial Advisors and has served as President of the Massachusetts chapter from 2015 to 2017. In recent years, Michael has become both personally and professional interested in the process of planning and saving for college (perhaps because he now has three kids of his own!). He has become our firm’s College Planning Specialist, enabling him to share his comprehensive strategies with all G9 clients.

Michael is happily married to Julie and together they have three children, Matthew, Braeden, and Makenna. He is a coach for his sons’ youth hockey programs and when not coaching can be found on the ice himself. He enjoys skiing, golfing, and staying active with his family while also serving on the board of Wrentham Elementary Schools Trust, Inc. (WEST), an independent 501(c)(3) non-profit organization responsible for raising private capital to fund innovative, educational programs for the Wrentham Community Schools.

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