- Home
- Who We Are
Talented. Caring.
Collaborators.
Our collaborative approach and commitment to putting clients first sets us apart, helping you receive personalized guidance tailored to your unique financial journey.
- Laser-focused
We are our values
Commitment
We recognize the importance of our relationships with clients, the community, and each other, and we’re committed to keeping them strong.
Collaboration
We’re a strong team of tax and investment professionals working together and closely with clients, to provide excellent service.
Client-Driven
Caring about our client’s needs, wishes and fears—coupled with a whatever-it-takes attitude—is part of our DNA.
Clarity
We strive to understand clients’ goals, communicate clearly, and demonstrate transparency in all we do.
Empowerment
Our talented team brings the guidance, support, and knowledge you need to make confident financial decisions.
Accountability
We continually monitor progress, review strategies, and make adjustments as needed to help clients stay on track towards their financial goals.
- Client-centered
Financial advisors who want to “Wow!” you
WealthCrossing team members have a lot in common. They work hard, listen carefully, and bring a clients-first mindset to all they do. Every one of us is accountable to each other, the firm—and most of all, our clients. For all the ways our people share key characteristics, we cultivate the differences that make us a better, stronger, and more effective organization. Our individual personalities, talents, knowledge, and experience combine to help us achieve our purpose of improving clients’ lives.
With us, you always have a complete picture of your finances and a custom plan. We work with you every step of the way.
We integrate investment management and tax planning with financial planning to give you a balanced, well-thought-out path to success.
We offer our services on a sliding scale based upon the amount of your assets. No commissions or kickbacks. Just fiduciary-minded service.
*As of 01/01/2025
What's your vision of financial success?
Andrea Broughton, CPA
- Our mission
Fiercely independent. And proud of it.
When you’re looking for financial advice, you don’t want someone who has a quota to meet or a product-of-the-day to sell. You want a firm that views you as a person, someone who deserves the best financial plan possible. Period. That’s where WealthCrossing comes in.
Unlike other financial firms, WealthCrossing is an independent financial advisory firm. That means we’re working for you, not a giant corporation. There’s never a hidden agenda. Just advice that’s tailored to your best interests.
- Our team
Years of wealth management experience at work for you
Our advisors have backgrounds working with some of the biggest financial services, accounting, and tax firms in the nation. Our founders are EY (Ernst & Young) veterans. Their experiences come together to deliver refined wealth management guidance.
- Serving Virginia
Wealth management services for Virginia and beyond
Located in the heart of Virginia's capital, our office serves as a hub for collaborative financial planning that puts your goals first.
From Tysons to Alexandria, our team helps ambitious professionals and established families navigate the unique financial opportunities of the DC metro area.
Our team of fiduciary financial advisors serves Central Virginia's thriving community with personalized wealth management solutions.
Serving the Hampton Roads community, our team of advisors provides tailored financial guidance for corporate executives, business owners, and families building lasting legacies.
Our team of advisors combines small-town attentiveness with sophisticated financial strategies to help resident located in the heart of Virginia's Hunt Country reach their financial goals.
- Get to know us
Schedule your personalized consultation today
What are your goals and how can we help? Let us know in the form below!