U.S. Asset Management

08/18/2026

What sets a financial advisor apart isn't just the letters after their name. But those letters do tell you something.

David Cross holds four industry certifications: CERTIFIED FINANCIAL PLANNER® practitioner, Certified Portfolio Manager (CPM®), Certified Divorce Financial Analyst (CDFA®), and Chartered Retirement Planning Counselor (CRPC®).

What matters more is what he does with them. David's favorite part of the work is helping clients clear the clutter to see possibilities they hadn't considered, and asking the question that reframes everything: "What would you do if you knew you could not fail?"

Schedule a complimentary consultation with U.S. Asset Management.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

06/04/2026

Retirement income planning is about more than how much you have saved. It is about turning those savings into reliable monthly income that supports the life you want. A good plan looks at how Social Security, pensions, and your investments could work together, with tax awareness built in. At U.S. Asset Management, we work with individuals and families across Metro Atlanta and nationwide to plan with clarity for the decades ahead. Schedule a complimentary consultation today.

03/13/2026

Big news: I passed the CFP® exam and officially earned my CERTIFIED FINANCIAL PLANNER® certification!

Grateful for the journey, the late nights, and especially for the clients who’ve trusted me along the way. Looking forward to bringing even more value to your financial plans.

Here’s to smarter decisions and fewer all-nighters (for me, at least!).

www.us-am.com

09/30/2025

Big news if you receive a private pension (think teachers) and your spouse died in the last several years.

On January 5, 2025, the Social Security Fairness Act was signed into law, marking a historic shift in Social Security policy by repealing two longstanding provisions: the Government Pension Offset

10/20/2024

Just a reminder that we are here to help you make better decisions with your money. If you have a life change coming like retirement, inheritance, divorce, selling your business or just planning for your kids or grandkids college, we are here to help you. Check us out at

U.S. Asset Management takes the guesswork out of financial planning with easy to understand solutions.Let's Meet!Retirement CalculatorInvesting with Inflation Who We Are U.S. Asset Management was built on a foundation of integrity, prudent investment guidance and attention to our clients needs. We b...

08/12/2024

Watch party for my peeps at our office in Duluth. It's comfy, it's cool and you'll be among friends!

07/15/2023

This is why we do what we do. We enjoy helping those that need it most. Thank you AV for your kind words and thoughts. We appreciate you and wish you all the best.