• Who Is Helping You
    Make The Right Financial Decisions?

  • Because Money
    Doesn't Come With Instructions.

our services

What We Offer

At Crosspoint we help clients make smart financial decisions through a comprehensive financial planning process. We start with your goals and objectives. We'll then build a customized non-proprietary solution solely in your best interest to help you achieve your goals.

Financial planning is the roadmap to a secure and fulfilling life, as you define it.

Successful investment management is the cornerstone of your financial future.

Unanticipated events can disrupt your financial life and upend your plans for the future.

Why Choose Us

At Crosspoint, we work for you. We represent our clients NOT big WALL STREET firms. We're proud to be squarely on your side. Our structure, culture and commitment to your success are all aligned to put your interests first to help you succeed.

Our Partners



Crosspoint Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Crosspoint Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Crosspoint Financial, LLC unless a client service agreement is in place.
Crosspoint Financial, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Crosspoint Financial, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.