2nd advisor

Why a 2nd advisor?

Many financial advisors are near retirement age themselves & there aren’t enough young advisors to replace them, creating uncertainty for families.

  • Spouse, age, parent & trust friendly
  • Custom financial & investment advice
  • Fiduciary duty to serve your interests
  • Hourly pricing ($0 min) or Portfolio mgmt.
  • Cancel, adjust or upgrade anytime

Adam Cross

Managing Director & Advisor

Originally from southern Illinois, with a bachelors degree in business & finance from the Southern Illinois University system, Adam moved to Chicago upon graduation & has over a decade of financial services experience. His wife, Danielle, who played a large part in Adam pursuing his dream of helping families, and currently works for Catholic Charities. You can find them watching Bears football, trying out a new restaurant, or researching RV’s for Adam’s future goal of being able to work on the road while seeing the country!