# Consolidated Financial Management

Consolidated Financial Management is a Bank / Wealth / Trust based in Beaverton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Beaverton, United States
- **Region:** North America
- **Address:** Beaverton, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** cfmplanners.com
- **LinkedIn:** linkedin.com/company/consolidated-financial-management-corporation

## Regulatory record

- **CRD number:** 119181
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119181

## About

Consolidated Financial Management was established in 1982 as a US wealth manager and registered investment adviser. The firm provides financial planning, income tax planning, investment strategies, estate planning, risk management, and college cost funding. Services reach individuals, high-net-worth individuals, and business entities across the United States. No recent operational events from the last 24 months appear in available records. Team size and additional offices remain undisclosed. The firm operates as a conventional RIA without disclosed family-office governance or proprietary sourcing vehicles.

## Questions

### Who runs investment decisions at Consolidated Financial Management?

No named principals or CIO appear in public records.

### Does Consolidated Financial Management participate in fund commitments or only direct deals?

The firm focuses on advisory services including investment strategies for clients; specific fund or direct deal activity is not disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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