Guiding You To Financial Peace and Prosperity
Nationally Recognized
Our Services
Whether you're preparing for retirement, managing investments, or simply want a better plan, we're here to guide you every step of the way.
Savings Plan
Build a strategy to grow your savings steadily.
Investing
Put your money to work through smart investments.
Retirement Spending Plan
Plan how to spend wisely in retirement.
Tax Savings + CPA Teamwork
Maximize tax savings with expert collaboration.
Estate Planning
Ensure your assets go where you intend.
Who We Serve
No matter where you are in life, Crosbie Financial is here to help you plan with confidence. We work with clients who are just starting out, approaching retirement, and everything in between.
Pre-Retirees
I’m approaching retirement and want to make sure the decisions I’m making now set me up for a confident transition.
Retirees
I’m retired or nearly there and want to protect what I’ve built, create steady income, and plan wisely for the years ahead.
Business Owners & Executives
I run a business and need financial guidance that aligns my personal goals with my professional success.
High Income Earner
I’m a high earner with complex finances and want a clear, personalized strategy to grow wealth without feeling overwhelmed.
RILEY CROSBIE / FOUNDER
About Us
Why Clients Choose Us
Client Focused: At Crosbie Financial, our clients are at the heart of everything we do. We take the time to truly understand your unique needs, values, and goals — building financial strategies that reflect your life and desired outcomes.
Our CPA-minded approach emphasizes proactive tax planning, paired with access to a wide range of professionally managed investment solutions. By intentionally maintaining a low client-to-advisor ratio, we ensure every client receives thoughtful, attentive guidance and a relationship built on trust and genuine care. This commitment to personalized service has earned us recognition among InvestmentNews’ Top Advisors for 2025.
Locally owned and operated in Logan, UT, Crosbie Financial proudly serves individuals and families throughout Cache County, Box Elder County, and beyond. Our team of experienced financial advisors are here to help you prepare for retirement, manage investments, and navigate major life transitions with confidence. Schedule a free discovery meeting to get started.
Financial Clarity. Lasting Confidence.
Financial clarity means more than just strategy—it means understanding. We ensure you’re in control of your financial future, with us as your guide every step of the way.
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We'll make a financial plan that will give you peace of mind.
Resources
Your financial resources
Good planning means staying informed and prepared. Whether you're logging into your account or looking for quick guidance, these tools are designed to keep you connected to your financial world.
For New Clients
Frequently Asked Questions
Get answers to common questions about our services, approach, and process.
For Existing Clients
Client Login Portal
Secure access to view your account, track progress, and stay up to date.
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