We improve the quality of life for our clients by freeing up their energy to do what they love.

Communication

We are always looking ahead, so our clients don’t have to. We make serious efforts to communicate well with our clients, setting expectations and being proactive; not reactive. This sends a comforting message to our clients: We care about you and your wellbeing.

We’re Genuine

We take the time to really get to know our clients. What are their goals? What are their dreams? What are they passionate about? It’s personal first; then business.

Innovation

Unlike many financial agencies, we are rather young with many years of innovation ahead of us. We’re not coasting. In fact, we’re driven to do more and to continually iterate on how to be better.

Complex Problems

We understand our clients often have complicated situations and concerns. This is where we thrive. Solving complex problems through deep experience, access to internal resources and our innate creativity is how we get it done. 

Holistic Planning

We don’t just look at one area of our clients’ lives. We have the resources to take a step back and view their situation from a bird’s eye view. Through planning and education, this brings immense value to our clients’ ultimate roadmap.

Investing Together

We invest the same way for our clients that we invest ourselves. If it’s good for our families, you can count on it being good for our clients and their families. 

Objective Advice

We are not part of a big company trying to push for higher margin business. We’re free from this pressure, so we can offer our clients objective and independent advice that puts them first.

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.

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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.