A complete list of active advisors currently associated with Cross Border Wealth Advisors

Warmer can help you find a great advisor at Cross Border Wealth Advisors or one who fits your needs even better.

Cross Border Wealth Advisors provides financial planning and portfolio management to individual and family clients. Services include comprehensive ongoing planning, project-based plans, and investment management that is offered only in conjunction with an ongoing planning agreement; tax preparation and tax‑planning support are available to ongoing clients through a third‑party CPA provider (XYTax Solutions). The firm primarily pursues passive investment management—building portfolios from index mutual funds and ETFs for tax efficiency and low turnover—while also applying fundamental, technical, and cyclical analysis to inform allocation and security selection. It may recommend third‑party managers (including FirstAscent Asset Management) and generally operates non‑discretionary accounts, requiring client approval before executing trades. Distinctive aspects for a small, independent practice include roughly $33 million in assets under management across 18 clients, a stated $500,000 minimum for investment management, and integrated tax services supported by licensed CPAs; the firm’s principal holds CFP and Enrolled Agent credentials. The firm notes capability to serve Americans planning to live abroad, uses custodians such as Schwab and Interactive Brokers, does not participate in wrap fee programs, and does not aggregate client trades into block orders.

To learn more about the advisors currently working at Cross Border Wealth Advisors, 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.