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 working with business owners who want a 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).

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

420 2nd Street Lake Oswego, OR 97034 Phone: (971) 350-8523

Primary Office

420 2nd Street Lake Oswego, OR 97034 Phone: (971) 350-8523