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Mathew Whiteaker

Managing Shareholder

Finance/CCO

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Mathew is an owner and founding partner of Cross Financial. He is a financial advisor with Cross Financial Advisors, LLC and has been helping individuals, families, and businesses pursue their financial planning goals for over 20 years.

 

Attention to detail, integrity, good listening skills and great empathy create the foundation of his business relationships. He is effectively supported by a team of administrative and investment product specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.

 

He focuses on providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management strategies that work towards simplifying and enhancing the quality of his clients’ lives.

 

He is proud to be a SmartVestor Pro with Dave Ramsey. Philosophically it was a great fit; Mathew and his family have always lived in agreement to Dave’s philosophies of reducing debt and diligently saving. He also enjoys teaching and coaching clients to help them pursue their goals.

 

* Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey, nor SmartVestor are affiliates of Cross Financial Management or LPL Financial.

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