A complete list of active advisors currently associated with Cross Financial Strategies, LLC

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

Cross Financial Strategies, LLC is an independent registered investment adviser managing roughly $31.5 million for about 41 clients, serving individuals, high-net-worth clients and corporate or business entities. The firm provides discretionary asset management, financial planning and ERISA plan services (including 401(k), pension and profit-sharing plans), and periodically offers educational seminars and workshops. Portfolios are constructed and managed to reflect each client’s goals, time horizon and risk tolerance, with Modern Portfolio Theory cited as a guiding framework and a mix of long- and short-term investments, option strategies and fixed income used as appropriate; accounts are monitored for rebalancing and tax-loss harvesting. The firm executes discretionary trades on behalf of clients and, where suitable, may permit borrowing (margin) in separately managed accounts and employ other leverage-related strategies. Noteworthy for an independent advisor, Cross Financial provides ERISA 3(21) fiduciary services and pension/profit-sharing plan consulting—services that are relatively uncommon among peers—and conducts educational seminars and workshops for plan participants or the public. The firm does not vote client proxies (clients receive proxy materials directly from custodians) and states its seminars are educational in nature and provided without a charge.

To learn more about the advisors currently working at Cross Financial Strategies, 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.