Mathew Whiteaker

Shareholder/Chief Compliance Officer

Email Mathew

Mathew is an owner and founding partner of Cross Financial. He is a financial advisor with Cross Financial Advisors, LLC and has been helping individuals, families, and businesses pursue their financial planning goals for over 20 years.

 

Attention to detail, integrity, good listening skills and great empathy create the foundation of his business relationships. He is effectively supported by a team of administrative and investment product specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.

 

He focuses on providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management strategies that work towards simplifying and enhancing the quality of his clients’ lives.

 

He is proud to be a SmartVestor Pro with Dave Ramsey. Philosophically it was a great fit; Mathew and his family have always lived in agreement to Dave’s philosophies of reducing debt and diligently saving. He also enjoys teaching and coaching clients to help them pursue their goals.

 

* Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey, nor SmartVestor are affiliates of Cross Financial Management or LPL Financial.

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Accounting Services 

503-233-1133

clients@crossfinancialaccounting.com

 

Wealth Management

503-430-0563

crossfinancial@lpl.com

 

East Side: 

1500 NE Irving Street, Suite 440 Portland, OR  97232

 

West Side: 

16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006

 © 2020, Cross Financial Management. All rights reserved.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Professionals associated with Cross Financial Management, LLC. doing business as Cross Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Cross Financial Advisors, a registered investment advisor; or (2) solely tax professionals of BGO CPAs and not affiliated with LPL Financial. CPA related services offered through BGO CPAs, DBA Cross Financial Accounting or DBA Cross Financial. BGO CPAs, Cross Financial Advisors, Cross Financial Accounting and Cross Financial Management are separate entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or CPA related services.