What are your dreams?
At Cross Financial Management, we want to take the time to get to know you, the real you. We started by solving a persistent client problem: financial advice and tax strategy rarely sit at the same table. Cross Financial was built to change that—embedding planning and portfolio management alongside tax professionals so decisions are coordinated in real time. Joining the Crete network expands that mission across more firms and more clients while preserving our boutique, high-touch service.
We’re built around a simple idea: better outcomes happen when advice and tax sit at the same table. Cross Financial delivers fiduciary planning and portfolio management in lockstep with our tax professionals, so moves are evaluated after-tax before they’re made. For owners and families, that means clear guidance on retirement income, entity and equity planning, liquidity events, charitable giving, and multigenerational transfer—all under one coordinated plan. We keep the experience high-touch and transparent: evidence-based investing, straightforward fees, and fewer clients per advisor. Through our Crete network, we seamlessly coordinate with payroll, benefits, insurance, and retirement-plan resources when needed, without diluting boutique service.
