A complete list of active advisors currently associated with Crossroads Wealth Planning

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

The firm provides fee-only, hourly financial planning and related consulting to individuals (including high-net-worth clients) and businesses, with services that include retirement and tax planning, estate planning, cash-flow and debt management, and business planning. It also offers accounting and business advisory services as part of its client work rather than acting as an asset manager. The firm does not provide discretionary portfolio management or custody; investment advice, when given, is delivered within financial planning engagements and is grounded in modern portfolio theory and a preference for passive, strategic asset allocation with tactical adjustments as appropriate. Services are tailored to each client’s risk tolerance and objectives, and clients may impose written restrictions on recommended securities or sectors. Notable distinctions include the principal’s active role as a practicing Certified Public Accountant at a public accounting firm and the firm’s explicit disclosure of potential cross-referral conflicts arising from that relationship, as well as its provision of accounting services alongside planning. The firm reports no assets under management and relies on hourly, fee-only planning rather than percentage-of-AUM billing, a combination that is less common among independent adviser peers.

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