A complete list of active advisors currently associated with Crossroads Financial Services Inc

Warmer can help you find a great advisor at Crossroads Financial Services Inc or one who fits your needs even better.

Crossroads Financial Services Inc provides investment management and financial planning primarily for individuals and high‑net‑worth individuals and also works with charitable organizations in its client base. The firm operates on a fee‑only basis and manages client assets on a discretionary basis, overseeing portfolios that include stocks, bonds, mutual funds, ETFs, and municipal and government securities. The firm develops personalized investment policies and asset allocation targets through initial and ongoing client discussions, combining passive and active strategies and applying fundamental and technical analysis as appropriate. Account supervision includes periodic reviews and the ability for clients to impose reasonable investment restrictions, with quarterly account reviews documented by the firm and custodial statements provided to clients. Compared with many independent single‑advisor firms, Crossroads’s service mix is notable for including charitable organization clients alongside individual households, and the firm’s principal holds CFP® certification. The adviser maintains a fee‑only, no‑commission model, does not engage in performance‑based fees, and discloses a corporate entity change and procedures for recommending unaffiliated third‑party professionals without receiving referral compensation.

To learn more about the advisors currently working at Crossroads Financial Services Inc, 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.

Name	Location	Years of experience
Ryan Foster	Pleasant Garden, NC	18

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