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What are your dreams?

At Cross Financial Management, we want to take the time to get to know you, the real you.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck. 

Tax Services

Accounting Services

Audit & Assurance

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Financial Planning

Retirement Income Planning

IRA Rollover Services

Our services crossover to empower our clients with full financial well being.

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OUR TEAM

 

We share a genuine spirit of caring and friendship driven by strong ethics and values.

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OUR DIFFERENCE

 

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.

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Our goal is to provide you with financial confidence, empowerment and more personal fulfillment.

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Accounting Services

Wealth Management

About

Our Difference

Contact

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Client Login

 

Careers

 

Industry Resources

Privacy Policy

Legal Disclaimer

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: 

16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006

 © 2022, Cross Financial Management. All rights reserved.

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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.

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