Why GoldenCross?

Have you ever noticed that your financial landscape tends to get more complex over time?  It’s no wonder, especially with so many moving parts to take into consideration.

Seeking help from multiple professionals to serve your various needs can also add to that complexity.

We can help.  We are GoldenCross Financial Management.

Our highly experienced team members have some of the most respected professional designations in the financial industry, including:

Certified Financial Planner™ and CFP®

Chartered Financial Analyst (CFA®)

Certified Public Accountant (CPA®)

With our team on your side, your financial goals will evolve from a general strategy to a fully integrated plan of action leveraging our diverse skills in financial planning, investment management, insurance, tax and estate planning strategies.