A complete list of active advisors currently associated with Crossroads Planning

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

Crossroads Planning, LLC is a small, state-registered advisory firm managing roughly $63 million with two advisors that serves individuals — including high-net-worth clients — and small businesses. The firm provides comprehensive financial planning, investment consultation, and ongoing portfolio management, and it also offers periodic educational workshops for clients and the public. The firm’s investment approach is rooted in Modern Portfolio Theory, favoring diversified, primarily passive, low-cost mutual funds and ETFs with a buy-and-hold posture and periodic rebalancing; it may use active funds where passive strategies are seen as insufficient. Crossroads typically implements plans internally on a discretionary basis, developing customized investment guidelines based on clients’ risk profiles and conducting regular reviews and monitoring. Compared with peers, Crossroads is notable for combining advisory services with a subscription-style annual retainer model for ongoing planning and for making tax preparation and small-business bookkeeping available through the firm’s principal under separate engagements — offerings that are uncommon among similar supported firms. The brochure also discloses that the firm provides complimentary educational seminars and manages client assets internally rather than using outside managers, which shapes how planning, tax, and investment services are coordinated.

To learn more about the advisors currently working at Crossroads Planning, 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.