A complete list of active advisors currently associated with Crossgen Wealth LLC

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

CrossGen Wealth LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, corporations, foundations, and non‑profits. The firm’s disclosed services include ongoing discretionary portfolio management, comprehensive and single‑topic financial planning, retirement plan consulting, selection and monitoring of third‑party managers, donor‑advised fund services, and access to estate‑planning document tools. The firm typically implements discretionary portfolios using a combination of fundamental and technical analysis with a generally long‑term strategic allocation while permitting shorter‑term trading for rebalancing or cash needs. CrossGen also uses AMS/Raymond James managed and wrap programs as sub‑advised solutions, delivers written plans via financial planning software, and provides participant education services for employer‑sponsored plans. Compared with many supported peers, CrossGen manages over $222 million in discretionary assets while operating with a two‑advisor team and having been formed in 2025. The firm’s use of the Wealth.com estate‑planning platform, its provision of education/seminar‑style services for plan participants, and the fact that a principal is licensed to sell insurance (creating potential commission conflicts) are specific features that distinguish its service mix.

To learn more about the advisors currently working at Crossgen Wealth 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.