Since 1998, CrossleyShear Wealth Management has been driven by a singular passion – to be there for their clients at every step of their financial journey, helping them fulfill their dreams while maintaining financial confidence. Co-founded by Evan Shear and Dale Crossley, with offices in Heathrow and Merritt Island, Florida, the team has expertise serving clients in every facet of life, including families, professionals, individuals, athletes, coaches, business owners, corporate executives, and even the aerospace industry due to their proximity to Florida’s Space Coast.
Evan Shear, Co-Founder, and CERTIFIED FINANCIAL PLANNER™ professional at CrossleyShear, shares, “Our motto is ‘Together. Wherever life takes you.’ With more than 20 years of working with clients, we are always thrilled to see their successes, but realize they lean on us most during the hard times. We are keenly aware of the important role we play in our clients’ lives, and it starts with client-centric care and the development of a highly customized plan. The foundation of our planning and what differentiates us from other financial planners is our investment process, ‘Voyage.’ We understand how emotional investing one’s money can be. First and foremost, we try to take the emotion out of financial planning for our clients.”
Derived from these sentiments, Voyage, CrossleyShear’s proprietary and algorithm-based investment process, helps make informed decisions. Dale Crossley, Co-Founder, and Financial Planner, added, “On a daily basis, we’re inundated with too much information and a constant news cycle that can induce anxiety and, at times, fear in people’s minds regarding the markets.” The advisors feel their rules-based approach keeps people on track without getting distracted by the daily gyrations of the markets. Voyage is based on time-tested research, a deep understanding of the market history, and a caring approach to wealth management that helps ensure their clients’ long-term well-being while also looking after their aspirations.
“Our motto is ‘Together. Wherever life takes you.’ With more than 20 years of working with clients, we are always thrilled to see their successes, but realize they lean on us most during the hard times. We are keenly aware of the important role we play in our clients’ lives, and it starts with client-centric care and the development of a highly customized plan. The foundation of our planning and what differentiates us from other financial planners is our investment process, ‘Voyage.’ We understand how emotional investing one’s money can be. First and foremost, we try to take the emotion out of financial planning for our clients.”
Voyage: A Proprietary Wealth Building Process
CrossleyShear’s Voyage process begins with a deep understanding of their client’s financial situation. The next step is planning, where they analyze the client’s assets, liabilities, income, insurance coverage, investments, and tax strategies – all of which are critical to their financial planning approach.
Once the plan is fully developed, the last and most crucial component of the process is the ongoing review and management of the client’s investments. To minimize risk and maximize return, the CrossleyShear team uses mathematical algorithms and a patented methodical scoring process that provides disciplined and logical ‘buy’ and ‘sell’ signals based on market fluctuations. Coupled with innovative investment tools, these strategies enable CrossleyShear to deliver a dynamic plan that evolves with their client’s life needs and goals.
Speaking about their process, Crossley added, “Through ongoing communication and following the Voyage process, we carefully and consistently review our customers’ portfolio progress. Whether we’re helping clients planning for retirement, saving for their child’s education, or simply looking for financial planning advice, we help them along life’s journey.”
The Breadth of Services
In addition to Voyage, CrossleyShear provides a full product suite of essential financial services for their clients.
Through Investment and Asset Management Services they help preserve and grow their client’s wealth. Their goal is to lead clients towards a well-planned tomorrow with their team’s distinct vision, experience, and expertise.
Trust and Estate Planning Services are designed to build and preserve their client’s legacy and financial future. Through innovative trust and estate planning and a passion for succeeding, they stand by their clients every step of the way and help them achieve what matters the most – for those that matter most.
Insurance Planning Services focus on ensuring the well-being of their clients as well as their family’s future. Although insurance may not be an exciting term for all, with CrossleyShear’s broad range of solutions, there is a fit for everyone’s personal and family needs.
Education Planning Services concentrate on formulating a secure plan that safeguards their education funds for their client’s children. The CrossleyShear team works closely with each of their families to understand and establish a successful financial path, one step at a time.
Retirement Planning Services help clients meet retirement without the stress and doubts that make many uneasy. The goal is to make clients feel comfortable and secure without worrying about how they will sustain themselves leading up to retirement.
CrossleyShear’s Executive Wealth Management Services are specifically designed for corporate executives who have unique challenges and needs. They focus on helping executives devise a personal and comprehensive wealth management plan that considers risk mitigation and the executive’s financial needs and goals.
“We pride ourselves in forming trusting relationships with clients and have a responsibility to never let them down – it’s our true passion and purpose and our clients know that about us.”
CSsports: Helping Protect the Unique Financial Needs of Sports Professionals
CSports is CrossleyShear’s dedicated branch for sports professionals. Unfortunately, and too often, the pressing demands of athletes and coaches lead to little time and resources for money management and financial planning. To be successful, they need a wealth advisor who knows how to optimize their current cash flow and understands the complex earning profiles and variable career spans of today’s athlete. The CSsports team works closely with its sports professionals, taking care of the difficult and complex issues so they can focus on their performance with the financial confidence needed to succeed on an off the field.
The Culture of Compassion, Partnership, Vision, Integrity, Trust, and Respect
CrossleyShear has grown organically over the years by establishing a loyal customer base that has continued to refer them to their own family members and friends. Word of mouth and references from major influencers, such as CPAs, attorneys, sports agents, and corporate executives have also contributed to their growth. Shear adds, “We pride ourselves in forming trusting relationships with clients and have a responsibility to never let them down – it’s our true passion and purpose and our clients know that about us.”
In addition, the partners at CrossleyShear have a passion for community service and philanthropy. They have fostered a culture of giving – whether of time or resources – among the entire CrossleyShear team. Crossley adds, “We’re extremely proud of our team’s commitment to making a difference in Lake Mary, Merritt Island, and surrounding areas. Whether through investing time, our talents or monetary contributions, making a difference in our surrounding communities is important to us and preserving the very culture that makes us different. Collectively, it’s an important priority to everyone at CrossleyShear and an inherent part of who we are.”
“Through ongoing communication and following the Voyage process, we carefully and consistently review our customers’ portfolio progress. Whether we’re helping clients planning for retirement, saving for their child’s education, or simply looking for financial planning advice, we help them along life’s journey.”
The Evolution of Financial Planning
With the ever-changing landscape of technology, as well as changes due to the Covid-19 pandemic, CrossleyShear has been quick to adopt new tools and technology. Speaking of how CrossleyShear plans to continue taking advantage of this digitization, Shear shares, “More and more meetings and client acquisitions will be done remotely via platforms like Zoom, and that will allow for some positives and negatives. While you may lose some of the more personal aspects, it will also allow for greater scale and more efficiencies. We have always been on the forefront of technology and willing to try different social platforms and channels to communicate.”
Further, Crossley added, “We’re focused on growing our practice and continuing to provide an exceptional work environment for people to succeed, while preserving the high level of service our clients have come to expect from us.” Shear asserts, “Remarkably, 2020 was one of our best years for acquiring new clients and we’re continuing the trajectory of growth this year. We truly believe our client-centric approach, coupled with Voyage, is exactly the right combination of balancing data and best practices, with a human touch.”
CrossleyShear Wealth Management and CSsports are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
CrossleyShear Wealth Management has locations at 1515 International Pkwy, Suite 2019, Heathrow FL 32746 and 2395 N Courtenay Pkwy, Suite 201, Merritt Island, FL 32953. (407) 215-7575
