Business Details
Trusted Financial Advisers in Heathrow, FL
For over 25 years, Crossley Shear has remained committed to providing personalized financial guidance tailored to each client's unique needs. Our approach centers on building long-term relationships grounded in integrity, performance, and responsiveness, ensuring clients receive customized solutions for retirement planning, trust and estate management, insurance strategies, and education funding. With a team of certified professionals, we prioritize a fiduciary standard, acting in clients' best interests while leveraging expertise in investment management and wealth preservation.Our dedication extends beyond financial metrics, focusing on understanding clients' life goals and navigating both opportunities and uncertainties alongside them. By maintaining a client-first philosophy, we empower individuals, families, executives, and business owners to achieve financial security and leave lasting legacies.
Services
Retirement Planning
Trust and Estate Planning
Insurance Planning
Education Planning
Investment Management
Executive Wealth Management
Business Valuation
Virtual Family Office
Highlights and features
- We offer over 25 years of experience in personalized financial planning.
- Our team holds advanced certifications, including CFP and Private Wealth Advisor designations.
- We operate under a fiduciary standard, prioritizing client interests.
- Comprehensive services address retirement, estate, education, and investment needs.
- Collaborative approach ensures tailored solutions for individuals and businesses.
Associations and certifications
- Certified Financial Planner Board of Standards Inc.
- Raymond James Financial Services, Inc. (Member FINRA/SIPC)
Services
Retirement Planning
Our retirement planning services help clients build secure futures by creating personalized strategies tailored to their financial goals and risk tolerance. We focus on optimizing savings, managing investments, and ensuring tax-efficient distributions. With expertise in income projections and estate considerations, we guide clients through every stage of retirement planning.
Trust and Estate Planning
Trust and estate planning services ensure clients' assets are preserved and distributed according to their wishes. We collaborate with legal and tax professionals to design structures that minimize taxes, protect wealth, and support beneficiaries. Our approach includes charitable-giving tools and trust frameworks tailored to individual legacy goals.
Education Planning
Education planning services assist families in preparing for future academic expenses through strategic savings plans like 529 accounts and Coverdell ESAs. We evaluate tax benefits, investment options, and contribution limits to create sustainable strategies that align with clients' financial capacities and educational aspirations.
Insurance Planning
Insurance planning services provide risk mitigation solutions, including life, disability, and long-term care coverage. We assess clients' needs to recommend policies that safeguard income, protect businesses, and ensure financial stability for dependents against unforeseen events.
Investment Management
Investment management services focus on preserving and growing assets through diversified portfolios aligned with clients' goals and risk profiles. We employ a holistic approach, combining market analysis, asset allocation, and ongoing portfolio adjustments to enhance long-term returns.
People
W. Dale Crossley, Jr.
Private Wealth Advisor
With a J.D. and expertise in behavioral finance, Dale Crossley specializes in guiding high-net-worth clients through complex wealth management challenges. He focuses on estate planning, leadership, and community engagement, particularly in education and environmental causes.
Evan Shear
CERTIFIED FINANCIAL PLANNER
Evan Shear brings 25+ years of experience in analytical financial planning, emphasizing client empathy and creative problem-solving. He specializes in integrating tax strategies and long-term care solutions while advocating for epilepsy research and educational initiatives.
Andrew Hall
Financial Advisor
Andrew Hall focuses on investment management and charitable foundation strategies. His expertise includes supporting veterans' organizations and children's hospitals, combining financial acumen with a commitment to community service and single parenthood advocacy.
Catalina Mejia-Hensel
Financial Advisor
Catalina Mejia-Hensel prioritizes family-centered financial solutions and education advocacy. Her work with Junior Achievement reflects a dedication to empowering youth through financial literacy while balancing client needs with personal life commitments.
Shaun A. Jones
Financial Advisor
Shaun Jones specializes in charitable planning and environmental conservation. His focus areas include supporting underprivileged communities and cancer research, informed by personal experiences with healthcare challenges and family values.
Questions
What services does CrossleyShear Wealth Management offer?
We provide retirement planning, trust and estate services, insurance strategies, education funding, investment management, and executive wealth solutions tailored to individual and business needs.
How does CrossleyShear approach financial planning?
Our client-centric approach combines personalized analysis, risk assessment, and long-term goal alignment, ensuring strategies adapt to evolving financial landscapes and life milestones.
Are CrossleyShear advisors certified professionals?
Yes, our team includes Certified Financial Planners (CFP), Private Wealth Advisors, and specialists with advanced credentials in tax law, estate planning, and investment management.
Can I access my investment accounts online?
Yes, we offer secure client portals for account access, including real-time updates, document sharing, and interactive tools to track financial progress.
How are investment decisions made for clients?
Decisions are based on individual goals, risk tolerance, and time horizons, using diversified portfolios and ongoing reviews to adjust for market changes and personal circumstances.
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