Step Into Financial Freedom with Faith and Purpose
Guiding families to steward their resources wisely, build true freedom, and create a legacy that outlives them.
Trusted by Industry Leaders
READY TO Gain financial freedom?
Discover How Families Are Breaking Free From the 9–5 and Building Lasting Freedom
Watch this short video to learn how our proven financial strategies are helping people create peace, purpose, and a legacy that lasts.
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Take the first step toward financial freedom today.
One moment of confidence can change the course of your life — start learning the proven strategies that build lasting success and legacy.
WHO WE ARE
Meet The Crowned Legacy Group
The Crowned Legacy Group is a team of over 100 individuals striving to provide professional, accurate, and efficient financial services — but our vision extends far beyond the numbers.
Founded by Josh and Amie Nelson, with the belief that every family should have control and accurate knowledge of their finances and time. Every Family deserves to have more time together.
They endeavor to simplify your finances, reduce stress, and help you make strategic decisions that lead to long-term freedom and generational wealth.
HOW WE HELP
Our Mission
Our mission is to guide individuals and families through practical, purpose-driven financial strategies — from tax and retirement planning to wealth consulting — so you can build a legacy that lasts for generations.
Want to Experience the Same Freedom You See Here?
Start building a business that creates time, income, and impact — without starting from scratch.
We’ll give you everything you need to succeed from day one.
No Prior Experience Required
A Proven Financial Freedom Blueprint
Sales & Marketing Mastery
Done-For-You Products & Tools
Step-By-Step Mentorship
500+
Families
Helped
40+
Million Dollars in Legacies Planned
62
Financial
Experts
Your family deserves to have more of you
Change The Legacy Of Your Family!
Your family’s story doesn’t have to be defined by stress, debt, or uncertainty.
It can be built on wisdom, stewardship, and financial freedom that lasts for generations.
Why The Crowned Legacy Group?
Frequently Asked Questions
What types of clients do you work with?
We work with individuals, families, and small business owners who want to take control of their finances and plan for the future. Whether you’re just starting out, preparing for retirement, or managing complex investments, our advisors can help.
How do I get started with Fin Advisory?
Simply schedule a free consultation through our contact page or give us a call. We’ll discuss your goals, review your current situation, and outline a personalized strategy to help you move forward.
Are your financial plans customized?
Yes — every financial plan we create is tailored to your unique goals, lifestyle, and risk tolerance. We don’t believe in “one-size-fits-all” advice, so you’ll always receive strategies designed just for you.
Do I need a large investment to work with you?
Not at all. We work with clients at all stages of their financial journey. Whether you have a modest savings account or a substantial portfolio, we’ll help you create a plan that maximizes your resources and builds toward your goals.
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