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Helping You Sustain Your Legacy

To provide long term security for your family, you must have a blueprint for success. Cross Financial Management can help you pursue your goals.

Cross Financial Management offers comprehensive solutions through a spectrum of financial services. From managing your wealth to planning for your family’s future, Cross Financial Management is a trusted financial services firm.

Welcome to Cross Financial Management

Cross Financial is an investment consulting and retirement planning firm focused on developing customized strategies designed to fit the needs of our corporate, not-for-profit, and individual clients.

The firm provides three core services: Individual Wealth Management, Business Retirement Services, and Executive Benefits.

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*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. 

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Cross Financial Management, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Preserving your Legacy

Uncertainty leaves room for opportunity. At Cross Financial Management, we can pursue tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you pursue long-term results through short-term planning.

Insurance Services

A good defense is the best offense. Let Cross Financial Management surround you and your family with appropriate insurance policies.

Our Areas of Experience

Market Summary


College Planning

Rising education costs require a forward-thinking plan. Cross Financial Management can help you prepare for one of life’s biggest investments.

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401k & IRA Planning

Managing your company’s 401k program can seem complicated, but Cross Financial Management strives to make it easy. Our time-tested benefit strategies are designed with a goal to leave your employees in good standing.

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