Cross Financial Management is a fee-only Registered Investment Advisor (RIA) serving high-net-worth individuals and families. We provide comprehensive financial planning and investment management services.

Our approach is built on trust, transparency, and a deep understanding of our clients’ unique financial situations and goals. We believe in a collaborative partnership, working closely with clients to develop personalized strategies aligned with their values and aspirations.

Our services include financial planning, investment management, retirement planning, tax planning, and estate planning. We are committed to providing the highest level of service and expertise, striving to build long-term relationships based on mutual respect and trust.

Our experienced professionals help clients achieve their financial goals, providing the best possible advice and service. Financial planning is an ongoing process, and we are committed to long-term client relationships.

As a fee-only firm, we don’t receive commissions from financial product sales. This ensures recommendations are always in our clients’ best interests, providing objective, unbiased advice. We believe our clients deserve the highest level of service and expertise, and their success is our success.