A complete list of active advisors currently associated with Cross Border Financial Planning USA LLC

Warmer can help you find a great advisor at Cross Border Financial Planning USA LLC or one who fits your needs even better.

Cross Border Financial Planning USA LLC provides investment advisory and financial planning services to individual and high‑net‑worth clients, delivering discretionary and non‑discretionary portfolio management, financial planning, and estate planning support. The firm also offers access to digital‑asset exposure indirectly through ETFs and SMAs and may employ sub‑advisers and model portfolios as part of its managed solutions. The firm’s investment process integrates multiple methods of analysis — including fundamental, technical, cyclical analysis, modern portfolio theory, long‑term holdings, options strategies, and ESG screening — and tailors allocations to each client’s objectives, risk tolerance, and liquidity needs. It routinely uses third‑party money managers and platforms, acts as sponsor and portfolio manager to a wrap fee program, and directs trading and custody to selected custodians and platforms such as Charles Schwab, StoneX, Interactive Brokers and the Jersey‑based Morningstar Wealth Platform, which is governed by non‑U.S. regulations and may execute certain instructions on a different timing basis. Compared with many supported firms, Cross Border Financial Planning USA’s structure and client mix are distinctive: it is affiliated with Cross Border Financial Planning Ltd and services include coordination with a UK‑regulated affiliate focused on non‑U.S. assets, while maintaining a meaningful non‑U.S. client base. The firm is also among a small minority of peers that sponsor a wrap fee program, use the Jersey‑based Morningstar Wealth Platform, and has disclosed operational items such as Standing Letters of Authorization and limited indirect digital‑asset exposure that can affect custody and execution arrangements.

To learn more about the advisors currently working at Cross Border Financial Planning USA LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.