16100 NW Cornell Road #240
Beaverton, OR 97006
1500 NE Irving St. #440
Portland, OR 97232-4208
Hood River:
510 Cascade Ave.
Hood River, OR 97031
Call Now: (503) 430-0563
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  • Refreshing Perspective

  • Independent Thinking

  • Investment Clarity

  • Objective Guidance

Cross Financial is an investment consulting and retirement advisory firm focused on developing customized strategies designed to fit the needs of our corporate, not-for-profit, and individual clients.

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The firm provides three core services: Individual Wealth Management, Business Retirement Services, and Executive Benefits.

Retirement Plan Consulting

We understand the need for qualified and conflict-free retirement plan advice.

Individual Wealth Management

Growing and protecting your wealth can be an overwhelming responsibility.