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Empty wooden chairs in autumn fall foliage season countryside at Charlottesville winery vineyard in blue ridge mountains of Virginia with cloudy sky day


CrossPoint Wealth Partners is a fee-based, hybrid firm that best serves clients that are at the “Cross-Point” between working and retirement. Advisors at CrossPoint have $425M assets under management and specialize in helping our clients navigate to and through retirement. We use an integrated academic approach to guide them through this transition. We strive to create comprehensive financial plans for our clients that are updated annually. CrossPoint also serves over 300 physician families and understands the unique needs of the medical community. Our team focuses on educating the next generation of planners through our rigorous Residency and Internship Programs. CrossPoint has offices in Charlottesville, Virginia and Richmond, Virginia; however, most of our work is done virtually.

As of 1/31/24. Combined client assets held at Northwestern Mutual Investment Services, LLC, and assets managed by Northwestern Mutual Wealth Management Company (NMWMC) being serviced by NMWMC representatives associated with CrossPoint Wealth.


Are you someone who thrives on tackling complex challenges and making a meaningful impact? As a rapidly growing company revolutionizing our industry, we're looking for exceptional individuals to join our team. Our fast-paced, innovative approach is supported by a collaborative and nurturing culture that values each team member's contribution. Investing in our people is a cornerstone of our philosophy; we're committed to your professional development and personal well-being through a unique learning environment and a comprehensive benefits package. If you're eager for a challenging and fulfilling career where you can truly make a difference, we'd love to hear from you.

We offer a one-of-a-kind internship program specifically designed for hardworking college students aspiring to become CERTIFIED FINANCIAL PLANNER™ professionals (CFP®). Our program immerses you in the real-world dynamics of financial planning by allowing you to take case notes in live client meetings. You'll gain invaluable insights into the planner-client relationship, working closely with one of our many CFP® professionals before, during, and after these interactions.


We recognize the value of structured, hands-on learning, much like the rigorous training physicians undergo during their internships and residencies. Inspired by this effective model, our Residency Program is designed to offer an in-depth, comprehensive learning experience for aspiring financial planners. Over a span of three years, residents gain unparalleled insights into the multifaceted world of financial planning, covering everything from planning and operations to client relationship management.

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Coming soon.