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Fee-Only Financial Planning

Billed hourly for just the time you need

No subscription fees,

No asset management fees and

No minimum assets requirement


Begin with a Conversation

Welcome to Crossroads Wealth Planning

Located in Lake Oswego, Oregon and serving clients throughout the Portland area and the Northwest.



We are:

  • Fee-Only - Which means we don't accept commissions or referral fees.  Our clients can feel confident that our recommendations are in their best interest and not swayed by any outside incentive fees.
  • Hourly - We bill you for the amount of time you need.  We don't charge fees based on the size of your portfolio and as a result you don't need a certain minimum amount of investment assets to work with us.
  • Fiduciary - We are obligated to put our client's interests above our own.
  • Virtual - We are located in Lake Oswego, OR but primarily serve clients virtually throughout the local area and the Northwest.


We commonly work with clients who:

  • Are in their mid-30s to early 50's who want to make sure they are doing all they should to reach their retirement goals.
  • DIYers who want a second opinion and maybe a little help with the implementation of parts of the financial plan.
  • High earning professionals who are starting to save and want to make sure they are taking advantage of all the tax savings and investment opportunities available.
  • Entrepreneurs who want to incorporate the sale of their business into their financial plan.

If this sounds like you, you’re in the right place.


Explore Our Services In Detail


Walking You Through Every Step As Your Partner

When you work with Crossroads, you work directly with Ryan McClung who is a Certified Public Accountant (CPA),  Certified Financial Planner™ (CFP®) professional, and Certified Exit Planning Advisor (CEPA®). With a comprehensive skill set, you receive tax-informed, coordinated solutions that address your diverse challenges and identify all of your opportunities. But our solutions aren’t just comprehensive; as a fiduciary, our recommendations are legally required to align with your best interest. Through a collaborative relationship and a clear process, we’re passionate about helping clients get on the optimal path through unbiased, expert guidance.

Start with a Call

Together, let’s go through an eye-opening process to help you understand your business’s worth, increase your business’s value, and ultimately accomplish your goals. Let’s begin with a conversation to share more about how our services work.

Schedule Your Conversation

For Entrepreneurs

We welcome you to sign up and have access to our whitepapers on business value creation and exit planning.