Cross Financial Management Email Format

Financial ServicesOregon, United States11-50 Employees

Cross Financial Management is a financial services firm offering comprehensive consulting focused on growing wealth and protecting assets. As an independent practice, its loyalties belong to clients rather than a parent company. Its independence enables collaboration with leading brokerage firms and insurance providers to assemble customized portfolios tailored to each client's needs.

Securities are offered through LPL Financial, a member of SIPC, while investment advice is provided by Cross Financial Advisors, a registered investment advisor. Cross Financial Advisors and Cross Financial Management operate as separate entities from LPL Financial. Based in Beaverton, Oregon, the organization maintains a small to mid-sized team.

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