Adam Cross

is a Financial Advisor that adheres to the fiduciary standard of conduct through flexible pricing & custom service. Most of his clients are retirees & high net worth individuals, but he also understands the importance of family education, therefore spouses & younger investors are also welcome!


Get Started

Retired with 5k per month in social security, pension, or other income / 100k salary with 3% retirement plan match
I want to retire in 10 years at age 65 / Paying college tuition in 7, 9 and 12 years / Setting a budget / Educating my heirs about money
Assets = $2mil (50% investments, 40% real estate, 10% in cash) / Liabilities = 200k (90% mortgage, 10% credit cards)
Tax, family, legacy situations / Account or transfer information / Referral details


Adam grew up in the small town of Carmi, Illinois and graduated with a bachelors degree in business administration from the Southern Illinois University system. He got an early start in his career, having starting at the age of 20, working his way up from administrative positions, to managing a quarter of a billion dollars at his ex-corporate employer, to starting his own company. His fiancé, Danielle, obtained her MBA from Loyola University of Chicago, and works in non-profit accounting, currently for Catholic Charities. She played a critical role for the company during the early days. In his spare time, you can find him trying out a new pizza place (any style!), watching Bears football, or researching RV’s for his future goal of being able to work on the road while seeing the country.