"We cannot say enough positive things and have had consistent good feedback from the folks we have referred. We especially appreciate CrossPoint coordinating with HR, tax, and legal professionals. Their efforts have secured our financial future and provided long-term benefits for our entire family."

ALDEN DOYLE, MD
CLIENT | UVA NEPHROLOGY | PROFESSOR OF MEDICINE
TRANSPLANT SERVICE LINE QUALITY DIRECTOR
CHARLOTTESVILLE, VIRGINIA

KAREN WARBURTON, MD
CLIENT | UVA NEPHROLOGY | ASSOCIATE PROFESSOR OF MEDICINE
CLINICAL WELLNESS PROGRAM DIRECTOR
CHARLOTTESVILLE, VIRGINIA

“The team at CrossPoint helped us to quantify the value of our benefits package at UVA so we could compare it to other job offers where the benefits were not as strong. This allowed us to negotiate a more competitive package and to focus on the other factors to make a choice that is best for our family.”

ANDREW PARSONS, MD, MPH
CLIENT | UVA HOSPITAL MEDICINE | ASSOCIATE DEAN, SCHOOL OF MEDICINE
CHARLOTTESVILLE, VIRGINIA

LAURA PARSONS, MD, MPH
CLIENT | UVA OBGYN | RESIDENCY PROGRAM DIRECTOR
CHARLOTTESVILLE, VIRGINIA

"At UVA, we have many programs and employment opportunities that are easy to miss and hard to understand. Working with the CrossPoint team has helped my family create a plan to fully take advantage of these benefits. Our financial plan included things I didn't even know to ask about, giving us confidence about our future."

MATTHEW TROWBRIDGE, MD, MPH
CLIENT | UVA EMERGENCY MEDICINE | PUBLIC HEALTH RESEARCH FACULTY
CHARLOTTESVILLE, VIRGINIA

ELISA TROWBRIDGE, MD
CLIENT | UVA OBGYN
CHARLOTTESVILLE, VIRGINIA

“Jarrod has been an amazing financial advisor. His financial guidance is extremely helpful but his understanding of my academic university employer benefits is impressive. He has helped me navigate towards my financial goals in an approachable and effective way. I recommend him to anyone, but especially my colleagues.”

PAUL KUNK, MD
CLIENT | UVA HEMATOLOGY/ONCOLOGY
CHARLOTTESVILLE, VIRGINIA

“Jarrod and his team have been fantastic to work with and have helped us develop a complete plan for our future financial goals. My husband and I were a little concerned, going in, working with someone out of state who we would not be meeting with in person on a regular basis but we were surprised how easy it was to communicate with Jarrod anytime we needed and the flexibility of the online meetings has been a big help, given our hectic schedules. Jarrod took the time to listen to our goals and concerns about our future and tailored a financial strategy that helps ease our worries about retirement and our kids’ education. Jarrod and his team are an invaluable resource to any physician wanting to plan for their financial future.”

DR. VITA SARANGA-PERRY, MD
CLIENT | HEMATOLOGY/ONCOLOGY
TAMPA, FLORIDA

“We have worked with different advisors and done thorough research. Jarrod Markley's team has MORE than reassured me that your planning tools, teamwork, organization, use of technology, communication skills, people skills, etc… are outstanding in every way. My wife, Jenny, and I feel confident entrusting them with our planning and inheritance.”

DR. STEPHEN TURNER, MD
CLIENT | INTERNAL MEDICINE SPECIALIST, AUGUSTA MEDICAL
FISHERSVILLE, VIRGINIA

“Jarrod C. Markley hasn't just been a wealth management advisor, he's been a friend. He's heard it all—everything from the details of our financial situation to our neurotic anxieties about money, per se—and he's been there to offer sound advice and a soothing perspective every step of the way. We couldn't be happier with his help.”

DR. JAMES COAN, PHD
CLIENT | PROF. OF CLINICAL PSYCHOLOGY AT THE UNIVERSITY OF VIRGINIA
CHARLOTTESVILLE, VIRGINIA

“I can say without a doubt Jarrod Markley is a tireless advocate for his clients and is at the forefront of technology and wealth management. Jarrod has an unwavering dedication to his profession, clients, and community. He is thorough in reviewing all aspects of his clients’ financial future, and suggesting the most suitable options, depending on their personal and professional goals. I confidently suggest him as a source of financial guidance to my clients and other colleagues.”

JESSICA A. TILLER, ATTORNEY
CLIENT | ESTATE PLANNING OF CHARLOTTESVILLE
CHARLOTTESVILLE, VIRGINIA

“I have had an outstanding experience working with Jarrod Markley for my financial needs. He has provided innovative suggestions to maximize my wealth acquisition and reduce taxable income. He is very knowledgeable about the retirement plan, pension plan and benefits program offered by my employer. His suggestions have been individualized to my needs and I have always felt that he has my best interests in mind. He is accessible and accommodating and I feel that he would be an outstanding resource for any busy physician.”

DR. BRUCE CLEMONS, MD, FACP
CLIENT | INTERNAL MEDICINE
CHARLOTTESVILLE, VIRGINIA

“When our physician son suggested we contact Jarrod to also be our financial planner we were skeptical. After all we live in Alaska, how could someone that lived in Charlottesville help us? Just to humor our son we agreed to meet Jarrod during a trip to Charlottesville. What we discovered was an astute financial planner and cross platform communicator. Jarrod uses virtual meetings over the internet to meet with us and review our financial situation and goals. He responds quickly to calls and e-mails and provides detailed information by the US postal system. Both my wife and I are grateful our son introduced us to Jarrod.”

DR. BRIAN TRIMBLE, MD
CLIENT | NEUROLOGY
ANCHORAGE, ALASKA

“Jarrod Markley always delivers. Whether providing sage financial guidance or insurance coverage, Jarrod and his team have proved to be extraordinary. On multiple occasions Jarrod has demonstrated his commitment to meet impossible deadlines, provide exceptional service, and make miracles happen. God forbid something should happen to me, I know Jarrod will be there to deliver for my family and business partners.”

DR. MICHAEL VERBER
CLIENT | CEO, VERBER DENTAL GROUP
MECHANICSBURG, PA

“For someone such as myself, with very little financial background, it has been a real pleasure working with Jarrod Markley and his wonderful team. He is extremely personable and I was amazed at how quickly he and I were able to establish trust. We were quickly able to build upon our working relationship despite our interactions and planning sessions being 100% over the phone through webinar format. Jarrod is tremendously knowledgeable and organized, he has provided my wife and I with several solutions to maximize our savings and secure our financial future. I have already recommended him and his team to several of my colleagues; they too have remote relationships and have had the same experience.”

SHANE BARTHOLOMEW
CLIENT | DIRECTOR OF SALES, CINTAS CORPORATION
ORLANDO, FLORIDA