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Crossover Capital Advisors
Peace of Mindfor All We Serve
We’re here to navigate the confusion and combat the anxiety in understanding your financial unknowns.
By customizing our approach, we offer a tailored experience that addresses your precise requirements and goals.
22+
Years Combined Experience
SEC
Registered Advisor
4
Service Disciplines
100%
Fiduciary Standard
What We Do
Comprehensive
Financial Services
From wealth management to navigating life’s transitions, we provide expert guidance tailored to your unique circumstances.
Investments & Planning
“Do you need help getting your finances organized?”
Investment Management
Retirement Planning
Tax Planning
Risk Management
Education Planning
Charitable Planning
Dollar Cost Averaging
Alternative Investments
Explore
Family Business
“Having issues with the family business?”
Family Business Governance
Mission & Values Alignment
Family Council Formation
Succession Planning
Revenue Growth Strategy
Talent & Operations
Explore
Divorce Financial Planning
“Let us take the heavy lifting off your plate.”
Financial Tools & Resources
Legal Referral Services
Coordinated Financial Planning
Estate & Beneficiary Reviews
College Planning
Insurance Planning
Goal Setting & Life Coaching
Career Coaching
Explore
Cryptocurrency Education
“The financial world is always changing.”
Blockchain Fundamentals
Wallet Management
Risk & Compliance
Tax Implications & Reporting
Crypto Estate Planning
Tokenomics & Valuation
Exchange Selection
Behavioral Finance
Explore
How We Work
Our Process
A structured approach that puts your needs at the center of every decision.
01
01
Introduction
Our first step is to gain a deeper understanding of you, your financial history, personality, objectives, and goals.
02
02
Discover Your Needs
We will help you discover your core values and vision for what your ideal life might look like, which helps to build the foundation for a strong financial plan.
03
03
Strategy & Recommendations
After gaining a thorough understanding of your needs, our team will develop a customized strategy to help you achieve your financial objectives.
04
04
Implementation
After confirming that you are content with our proposed strategies, we will assist you in implementing your financial plan.
05
05
Track Progress
Our team will monitor your progress to ensure that your financial plan remains aligned with your goals by assessing any changes in your life or the market.
Who We Are
Meet Your Advisors
Every decision and every detail is made with the best interest of our clients in mind — that’s why we created Crossover Capital.
Alexander Pron
Founder, Wealth Strategist
CFP®, CBDA
Alex brings deep expertise in comprehensive financial planning and digital assets. Trained in Wharton's Blockchain Analytics and Digital Assets program, he combines traditional wealth management with cutting-edge cryptocurrency knowledge to deliver holistic financial guidance.
Comprehensive Financial PlanningDigital Asset StrategyTax PlanningInvestment Management
•
Tasha M. Shadle
Founder, Wealth Management Advisor
CIMA®, CDFA®, CBDA
Tasha specializes in guiding clients through complex financial transitions, particularly divorce. Her empathetic approach and deep expertise in investment management and divorce financial planning ensure clients feel supported during life's most challenging moments.
Divorce Financial PlanningInvestment ManagementEstate PlanningClient Advocacy
Client Stories
What Our Clients Say
“Crossover Capital combines the firepower and resources of a large institution with the nimbleness of a start-up. By removing unnecessary layers of corporate red tape, we expect to be able to deliver personalized financial planning and investment conversations with our clients at least monthly.”
“We've worked with Alex on how to save for the future for our kids, for my nephews, for my nieces, and ensure that the family is passing things down the correct way, efficiently and tax effectively.”
“I was going through a contentious divorce and I was ill-prepared for just about everything going on. Tasha guided me through it and she made it feel effortless every step of the way.”
“I'm lucky to have Alex and Tasha to guide us in the best way forward, financially. Alex and Tasha have helped us consolidate our finances, helped us with cash flow planning, and are always reachable.”
Knowledge Center
Recent Insights
Stay informed with our latest research, analysis, and financial planning insights.
December 20, 2025
Retirement Plans & Their Max Contributions for 2025 & 2026
RetirementSeptember 8, 2025
Tracing the 'Untraceable': How Crypto Can Be Discovered and Valued in Divorce
Crypto & DivorceAugust 15, 2025
Bitcoin's Correlation (or Lack Thereof) to the U.S. Dollar & Major Indices
CryptocurrencyMay 2, 2025
What is XRP (Ripple) and Why Should I be Wary?
CryptocurrencyGet In Touch
Start Your Journey
Ready to take control of your financial future? Schedule a complimentary consultation with our team.
Visit Us
113b Floral Vale Blvd
Yardley, PA 19067
Call Us
215.396.5517
Email Us
info@crosscapadvisors.com
Free Portfolio Risk Analysis
Get a comprehensive analysis of your current portfolio’s risk profile. Understand where you stand and how to optimize your investments for your goals.
Personalized risk assessment
Portfolio optimization recommendations
Tax efficiency review
Retirement readiness check
No obligation · 100% complimentary