A steady, objective partner for complex financial decisions

Kevin Cross is a Certified Financial Planner with more than 26 years of experience helping individuals and families navigate complexity, make confident decisions, and align their financial lives around what matters most. His approach is grounded in the belief that when financial decisions are coordinated and understood, wealth becomes a practical tool—supporting not only security, but a life lived with purpose and intention.

He primarily works with high-net-worth retirees who value the confidence and simplicity of living off predictable investment income, as well as busy professionals preparing thoughtfully for retirement while balancing demanding careers and family responsibilities. Throughout his career, he has guided clients through significant market environments, reinforcing the importance of perspective, discipline, and education during uncertainty.

Kevin Cross provides comprehensive wealth management by coordinating portfolio management, retirement and cash-flow planning, tax strategies, estate and trust planning, insurance and health-care decisions, Social Security planning, and charitable giving. He is known for a clear, relatable communication style that helps clients understand complex concepts and make decisions with confidence rather than confusion.