Westminster Financial of Northern Ohio

Bill Crozier

We believe education is the foundation of every sound financial decision. Our role is to provide clarity, strategy and trusted guidance every step of the way.

If you’re seeking a seasoned financial advisor partner, we’re here to serve you and would welcome the opportunity to speak with you.

Meet Bill Crozier

With more than 35 years of experience as a licensed financial advisor, I’ve dedicated my career to helping individuals and families make confident, informed decisions about their financial futures.

My journey began right out of school, when my father and his business partners invited me to join their team. They needed a junior associate to help them build the business, and I quickly discovered how much I enjoyed guiding people through the financial decision-making process. That early opportunity sparked what would become a lifelong calling to help others plan wisely and pursue their goals with clarity and confidence.

I began my career with Prudential in 1990 and later became an independent advisor with Royalton Financial Group. From there, I served clients through MetLife Financial Services, MassMutual, and Lincoln Financial Advisors before joining Westminster, where I continue to focus on personalized, long-term financial planning.

Throughout my career, I’ve maintained a strong commitment to professional growth and education. I hold the CLTC® (Certified in Long-Term Care) designation, as well as Series 6 and Series 63 securities licenses and Life and Health insurance licenses. These credentials reflect my focus on helping clients prepare comprehensively—for both expected milestones and life’s unexpected turns.

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Our Services

A strong financial future begins with a comprehensive plan. I help clients organize their full financial picture, set priorities, and map a clear, achievable path toward their goals.

Financial Planning

Through disciplined, objective investment strategies, I design portfolios aligned with each client’s risk tolerance, time horizon, and long-term objectives—balancing growth, preservation, and peace of mind.

Investment Management

I work to ensure clients enjoy financial independence throughout retirement by creating income strategies designed to last a lifetime—so they can live with confidence knowing they won’t outlive their principal.

Retirement Planning

Thoughtful planning can help minimize the impact of taxes and keep more of your hard-earned wealth working for you. I coordinate with your tax professionals to identify strategies that fit within your broader financial plan.

Tax Strategies

Your legacy deserves careful attention. Together, we develop plans that protect your assets, provide for loved ones, and ensure your wishes are carried out efficiently and thoughtfully.

Estate Planning

As a CLTC® (Certified in Long-Term Care) professional, I help clients prepare for potential care needs later in life. The goal is to protect both financial stability and family peace of mind through proactive, well-informed planning.

Long-Term Care Planning

Client Resources

For our existing clients, we’ve included the resources below, featuring the client-facing login for Fidelity’s Wealthscape for accessing your investment account information, along with our Westminster newsletters that highlight the economic and investment landscape developed by our research and IPC team.

Newsletter

Wealthscape