A complete list of active advisors currently associated with Crossgate Wealth Advisors, LLC

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

Crossgate Wealth Advisors provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts and estates, offering both ongoing portfolio management (discretionary and non-discretionary) and stand‑alone financial planning engagements. The firm includes implementation and monitoring services, an initial consultation, and access to a FinHub™ client portal for account information and reporting. The firm’s investment process blends fundamental analysis with elements of modern portfolio theory to construct customized allocations using mutual funds and ETFs, documented via an investment policy statement and reviewed quarterly; rebalancing recommendations are generally considered when allocations deviate by about five percentage points. Clients can request customized restrictions or focus areas—including socially or Biblically responsible screens and allocations to green‑energy themes—and Crossgate provides ongoing oversight, periodic meetings and year‑end tax reviews. Noteworthy aspects include a small advisory team of three managing roughly $272 million for about 183 clients, producing a relatively high AUM-per-advisor and a smaller client roster than many peers. Crossgate also discloses use of AI tools governed by a formal AI Policy, accepts limited custody arrangements that require an annual surprise examination, and can manage variable‑annuity sub‑accounts and serve as an ERISA fiduciary for trustee‑directed plans.

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