At Cross Timbers, every client is our most important.

We believe that we’re called to help people. All people.

Whether they have a million dollars in the bank or zero.  Our mission is to help people maximize what they do have, gain a solid financial footing and make smarter decisions about the future.

So, at Cross Timbers, regardless of your net worth, we dedicate the same amount of time, attention, energy and expertise. When you’re working with us, you will be our most valuable client. Always.

You’ll be much more than a client. In fact, we prefer to think of our clients as friends and partners, not business associates or customers. We help take care of the assets they have been blessed with so that they can live confident, financially healthy and rewarding lives.