Financial Life Advisors is an independent Financial Planning and Wealth Management firm focused on serving individuals and businesses in San Antonio and its surrounding communities. Since its beginning in 1993 as Cross Financial Services, the company has maintained its goal of providing objective financial advice to help its clients plan for the lives they want to live.
In 2017, Cross Financial Services became Financial Life Advisors and today its mission is stronger than ever. The team at Financial Life Advisors is dedicated to offering a Fee-Only service, which means that each of its Advisors are compensated directly by their clients. Compensation is solely for advice, financial planning implementation, and ongoing management of assets.
Financial Life Advisors has intentionally chosen to build a firm that does not offer commission-based products nor does their Advisors receive compensation from referrals.
The Financial Life Advisors team is dedicated to giving clients advice and guidance that gives them a path forward for achieving the life they want to live. From detailed Tax Projections to implications to customizing a full Financial Plan, and engaging in ongoing management, each Advisor is dedicated to the success of their client.
Partners
Team
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Financial Life Advisors is an independent, fee-only financial planning and wealth management firm serving individuals and businesses in San Antonio and surrounding communities.
Financial Life Advisors is a fee-only, fiduciary financial planning firm in San Antonio helping professionals, families, and pre-retirees build clear plans for retirement, taxes, and long-term wealth. We start with a comprehensive plan first, then implement and manage investments tax-efficiently. Expect proactive guidance, education, and a long-term relationship—without commissions—starting today.
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Success Stories
We focus on building relationships and wealth for families and business owners through Financial Planning, Investment Management, Insurance strategies, and Tax Planning.
What Makes FLA Different?
100% Fee-Only Fiduciaries
We accept no commissions or third-party compensation. Our only financial interest is yours.
Tax-Smart, Holistic Advice
We integrate financial planning, investment strategy, and tax optimization. If you use one of our CPA partners, we cover your tax preparation costs.
Long-Term, Life-Centered Focus
Most clients stay with us for many years. We specialize in life transitions: inheritance, retirement, business exits, and wealth transfer.
Life-First Planning
Your finances should support your life, not the other way around. We build plans around what matters most to you, then help you make confident decisions through every season.
ADDRESS DETAILS
14607 San Pedro Avenue, Suite 190
San Antonio, TX 78232
HAVE QUESTIONS?
Phone: (210) 918-8998
Fax: (210) 579-6615
Email: advisor@fladvisors.com
OFFICE HOURS
9:00 a.m to 5:00 p.m
Monday through Friday
Life-First Financial Planners
Who We Are
Your Local, Independent, Fee-Only Firm.