At Washington Crossing Financial Group, we act as a fiduciary in advisory relationships, offering independent financial advice to both individuals and institutions. Unlike large institutions where clients may feel like mere numbers, we pride ourselves on being an independent firm that treats each client as our sole focus. With a personalized, one-on-one touch, we tailor our approach to your specific needs. If you seek a financial services firm that values a customized and personal approach, look no further. Our holistic financial management philosophy ensures we understand our clients and their unique financial needs. We believe in a strong advisory relationship characterized by integrity and delivered through transparent, understandable solutions and advice.
With over 80 years combined experience, Washington Crossing Financial Group is deeply committed to serving our clients. We have a proven track record and extend our services virtually across the nation. Our experience provides valuable insights into the economic landscape, making us a valued source for clients to discuss and navigate economic changes.
Choose Washington Crossing Financial Group for a team of Financial Advisors holding the esteemed CFP® certification, committed to delivering the highest standard of service. Our unique approach to financial planning ensures a comprehensive understanding of your financial landscape, providing you with the guidance needed to address your goals. Acting not only as advisors but as fiduciaries (in advisory relationships) means we will always put the needs of our clients first and act with prudence.
At Washington Crossing Financial Group, our range of financial services is comprehensive and tailored to individual needs:
Whether you’ve searched for a “financial advisor near me,” or a “Pennsylvania Financial Advisor,” you’ve come to the right place. Washington Crossing Financial Group is dedicated to providing dedicated financial guidance. Take the next step by scheduling a consultation today. Connect with us for a personalized approach to financial success. As a Certified Financial Planner, we are here to serve you. Contact us for wealth management, institutional retirement plan services, sustainable investing, and comprehensive financial planning tailored to your needs. Let’s build a brighter financial future together!