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Mission, Vision, & Values

OUR MISSION

We help people see what their financial future looks like so they can make informed choices on how they live today.

This concrete arch railroad bridge spanning the James River was built by the Atlantic Coast Line, Fredericksburg and Potomac Railroad in 1919 to route transportation of freight around Richmond, VA.

OUR VISION

We provide an unparalleled client experience and help transform our clients' relationship to money. We focus on the behavioral and technical aspects of financial planning. We have created a renowned brand known for helping clients through the "CrossPoint" - from working to retirement with innovative and evidence-based strategies for their family and future generations.

OUR VALUES

CANDOR

GROWTH

PERFORMANCE

GENEROSITY

INTEGRITY

LEADERSHIP

REBELLIOUSNESS