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.

We offer financial planning on an hourly basis to individuals and families. This enables our clients to pay for just the amount of help they need. We do not have investment minimums or charge recurring ongoing fees or based on the amount of assets clients have.

Contact us to set up a complimentary introductory call and visit our website: www.crossroadsadvisory.com

Ryan is an Oregon registered CPA, a CFP®, 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: (503) 502-0692 Or fill out a contact request here: https://crossroadsadvisory.com/contact