Focus On What Matters Most
We'll help you reach your financial goals so you can take care of the rest.
Mission Statement
We take the time to get to know you, your family, and all your most important priorities.
Our mission statement is to help our retail and institutional clients work to solve their financial needs. Washington Crossing Financial Group does this through building long-term relationships and being their trusted and knowledgeable advisor. Our goal is to be our clients’ primary source of financial advice. We aim to accomplish this through education, training, integrity, and outstanding client service.

Institutional Retirement Plan Services
Working together to manage our clients' Retirement Plans effectively.

Certified Financial Planner™
We meet CFP standards and are committed to serving our clients.

Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn More

Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Learn More

When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Learn More
