Cross Financial Management

We want to take the time to get to know you, the real you.

Financial planner in Beaverton, OR (show on map)

3.5

★★★★☆

2 reviews

A financial services agency offering accounting, tax, and wealth management services with a personal, client-first approach.

Call (503) 430-0563

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About

Cross Financial Management is a financial services agency founded in 2003 by Jay Torgerson and Mathew Whiteaker. The firm expanded in 2014 to include accounting services, becoming a comprehensive solution for clients' financial needs.

Cross Financial operates under the brand name of CF Advisory, LLC and Cross Financial Advisors, LLC, with registered representatives associated with LPL Financial (Member FINRA/SIPC). The firm offers tax services, accounting services, wealth management, financial planning, retirement income planning, and IRA rollover services. They emphasize a personal approach, getting to know clients' goals and dreams before business matters, and pride themselves on solving complex financial problems through deep experience and creativity.

Personal first, business second approach - they get to know clients' dreams and goals

Solving complex problems through deep experience and creativity

Holistic planning - viewing clients' situations from a bird's eye view

Investing together with clients - same investment approach for their own families

Objective and independent advice free from big-company pressure

Proactive communication rather than reactive

Comprehensive solution combining accounting and financial services under one brand

Services

Accounting Services

Comprehensive accounting solutions including bookkeeping, payroll, and outsource support for businesses and individuals.

Outsource Support Bookkeeping Payroll Complex Problem Solving

Tax Services

Tax planning and preparation services for personal, business, trust, estate, and nonprofit clients.

Tax Planning Personal Tax Business Tax Trust & Estate Tax Nonprofit Tax

Wealth Management

Personalized financial planning and investment management to help clients achieve long-term financial goals.

Personal Financial Planning Distribution Strategies Retirement Income Planning Business Retirement Plan Services Tax and Estate Planning Consulting Services

Financial Planning

Long-term financial roadmap development to provide comfort and security for clients and their families.

Goal Setting Roadmap Development Retirement Planning Investment Strategy

Retirement Income Planning

Specialized planning to ensure sustainable income during retirement years.

Income Distribution Strategy Retirement Readiness Sustainable Withdrawal Planning

IRA Rollover Services

Guidance and execution of IRA rollovers to help clients manage retirement account transitions.

IRA Rollover Execution Retirement Account Consolidation Tax-Efficient Transfer Guidance

Credentials & Certifications

FINRA BrokerCheck

LPL Financial - Member FINRA/SIPC

Cross Financial Advisors, LLC - Registered Investment Advisor

CPA (Certified Public Accountant)

CFP® (Certified Financial Planner)

CVA (Certified Valuation Analyst)

Reviews

Rating

3.5

★★★★☆

Reviews

Frequently Asked Questions

What services does Cross Financial Management offer? +

Cross Financial Management offers Accounting Services (including bookkeeping, payroll, and outsource support), Tax Services, Wealth Management, Financial Planning, Retirement Income Planning, IRA Rollover Services, Succession Planning, and Estate Planning.

When was Cross Financial Management founded? +

Cross Financial Management was created in 2003 by Jay Torgerson and Mathew Whiteaker.

Who are the founders of Cross Financial Management? +

Jay Torgerson and Mathew Whiteaker founded Cross Financial Management in 2003.

Is Cross Financial Management a registered investment advisory firm? +

Yes, Cross Financial Advisors, LLC is a registered investment advisory firm. The firm operates under the Cross Financial brand through affiliated entities CF Advisory, LLC and Cross Financial Advisors, LLC.

What is the relationship between Cross Financial and LPL Financial? +

Cross Financial's registered representatives are associated with LPL Financial (Member FINRA/SIPC). LPL Financial offers securities and investment advice through Cross Financial Advisors LLC, a registered investment advisor. LPL Financial does not offer tax advice or CPA related services.

Where are Cross Financial Management's offices located? +

Cross Financial has two offices: Downtown Portland at 65 SW Yamhill St Ste 400, Portland, OR 97204, and West Side Beaverton at 16100 NW Cornell Rd, Suite 240, Beaverton, OR 97006.

What makes Cross Financial Management different from other financial firms? +

Cross Financial takes a personal approach, getting to know clients' goals and dreams first. They emphasize communication, genuine care, innovation, solving complex problems, holistic planning, investing together with clients, and providing objective independent advice free from big-company pressure.

What credentials do the professionals at Cross Financial hold? +

Team members hold credentials including CPA (Certified Public Accountant), CFP® (Certified Financial Planner), and CVA (Certified Valuation Analyst).