Andrea Broughton, CPA, CEO and Founder of WealthCrossing was recently invited onto Wealth Management’s RIA Edge podcast to talk with host David Armstrong about rebranding and growing the Richmond firm.
In their discussion Andrea shares insights on building a client-centered firm, the importance of integrated planning, and navigating the evolution of wealth management over the past two decades. This conversation offers a behind-the-scenes look at WealthCrossing’s journey and values, the origin story and approach to serving clients.
