About U.S. Asset Management

Founded by David Cross, CPM and Wealth Advisor

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U.S. Asset Management is a financial planning and investment advisory firm built on long-term relationships, clear communication, and thoughtful guidance. Our goal is to help individuals and families make confident financial decisions that support what matters most to them.

Who We Are

U.S. Asset Management was founded with a simple belief: financial advice should be clear, personal, and aligned with your goals. We focus on building lasting relationships rooted in trust, transparency, and consistent communication. Our clients value knowing their financial decisions are supported by an experienced team that takes the time to understand their priorities.

We believe in:

✔ Trust
✔ Fair costs
✔ Simplicity
✔ Frequent communication

Meet David Cross

David Cross holds designations as a Certified Portfolio Manager and Certified Divorce Financial Analyst with more than 30 years of experience advising individuals, families, businesses, and charitable organizations. He founded U.S. Asset Management in 2016 and remains closely involved in portfolio management and long-term client relationships.

David holds a Bachelor of Science degree in Finance from Auburn University and spent the majority of his career working with two of the largest investment firms in the country. His experience allows him to guide clients through complex financial decisions with clarity, discipline, and perspective.

Outside the office, David enjoys spending time with his wife, Shawn, their family, and friends.

Meet The Team

Our team works collaboratively to ensure clients receive attentive service, clear communication, and timely support. Each team member plays an important role in maintaining strong client relationships and delivering a smooth, responsive experience.

  • David Cross

    Chief Investment Officer, Certified Divorce Finanical Analyst Practitioner & Certified Portfolio Manger

  • Karen Karl

    Executive Administrator

  • Diane Hildreth

    Client Relationship Specialist

  • Dylan Wilson, BBA

    Co - Portfolio Manager

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What We Do

We help clients manage their finances with intention and confidence. Our work spans financial planning, investment management, and long-term strategy, always tailored to the individual needs of each client.

01
Retirement Income
Planning

02
Divorce Related
Financial Planning

03
Financial
Planning

04
Portfolio
Management

05
Tax-AwareStrategies
Facilitation

06
Philanthropic and
Gifting Strategies

07
Alternative
Investments

08
Estate and Trust
Related Planning

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If you’re looking for clear guidance and a long-term financial partner, we’d Lo.

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How We Do It

We take a collaborative, coordinated approach to financial planning. Our team works closely with your CPA, attorney, and insurance professionals to ensure all aspects of your financial plan align.

Our Process Includes:

✓ Getting to know you and what is important to you
✓ Reviewing progress toward your goals
✓ Developing a plan centered on your needs
✓ Implementing the plan using prudent investment management

Administrative Services

Strong client relationships are supported by consistent communication and proactive service. Our administrative team plays a key role in ensuring clients feel informed and supported.

  • Clear, easy-to-read summaries showing performance for the current quarter, year-to-date, and since inception, net of fees.

  • Monthly check-ins to address administrative questions or updates.

  • Same-day responses, often within the hour.

  • Quarterly check-ins to review your plan and adjust as needed.