top of page

MAKE A PAYMENT

CLIENT LOGIN

Home
Accounting Services
Wealth Management
Our Difference
Contact
About
- Powered by Current
Blog
More

Use tab to navigate through the menu items.

Personal Information Form

Your privacy is important to us.

Please fill out the following information to opt out.

NAME

EMAIL

PHONE

MESSAGE

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thanks for submitting!

How can we inspire you? »

current-badge-stackedlockup-rgb-powered-by-current-no-fill-copy-1000px-1.png

Accounting Services

Wealth Management

Industry Resources

Legal Disclaimer

Professional Designations

Accounting Services

503-233-1133

clients@crossfinancialaccounting.com

Wealth Management

503-430-0563

crossfinancial@lpl.com

Downtown:

65 SW Yamhill St Ste 400 Portland, OR 97204

West Side:

11600 SW Shilo Ln Ste 100

Portland, OR 97225

© 2026, Cross Financial Advisors, LLC. All rights reserved.

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

Investing involves risk, including loss of principal; past performance does not guarantee future results.

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.

“Cross Financial” is the brand name under which CF Advisory, LLC, and Cross Financial Advisors, LLC operate. CF Advisory, LLC is a separate legal entity under common ownership and is not held out to the public as providing services. Cross Financial Advisors, LLC is a registered investment advisory ﬁrm. Any references to “our ﬁrm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand.

Professionals associated with 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 LLC, a registered investment advisor; or (2) solely tax professionals of Cross Financial and not affiliated with LPL Financial. LPL Financial does not offer tax advice or CPA related services.

bottom of page