Crossroads Wealth Planning

Our office is located in Lake Oswego, OR, but we serve clients throughout the Pacific Northwest and across the country through convenient and secure virtual meetings.

I specialize in personal financial planning for business owners and their families who want to plan for how they will someday sell their business and retire.

Contact me to set up a complimentary introductory call.

I do not have asset minimums, but I do have minimum fees levels for my services which I’m happy to discuss in the complimentary introductory call.

I offer both one-time plans and ongoing advice. Both are on a fixed fee basis, meaning you will know the fee at the outset. There’s no surprises.

I’m a CFP®, CPA and a CEPA® (Certified Exit Planning Advisor for business owners).

You can reach us at any of the following: Email us: info@crossroadsadvisory.com Call us at: (971)350-8530 Or fill out a contact request here: https://crossroadsadvisory.com/contact