Wealth Management
At Cross Financial, we provide a personal, customized and proactive approach to help you dream bigger.
Personal Financial Planning
To provide long term comfort for you and your family, you must have a roadmap for success. Our financial advisors are here to help you pursue your goals.
Our Services
• Distribution Strategies
• Retirement Income Planning
• Consulting Services
• Business Retirement Plan Services
• Tax and Estate Planning
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.
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.
Accounting Services
503-233-1133
clients@crossfinancialaccounting.com
Wealth Management
503-430-0563
Downtown:
65 SW Yamhill St Ste 400 Portland, OR 97204
West Side:
16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006
© 2022, 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.