financial management and business consulting | Greater Portland, Oregon
Complex finances, handled with care.
CTF Advisory Group provides personalized financial management for high-net-worth individuals, families, and real estate investors, along with experienced financial consulting for business owners.
Who we serve
Individuals, families, and real estate investors
Your money is spread across banks, brokerage accounts, credit cards, rental properties, and often a few LLCs, and you want someone discreet and reliable keeping it all in order. Each month your accounts are reconciled, your bills and expenses are monitored and managed, and your records are ready when your tax preparer asks. You get a clear summary, not a stack of statements.
Personal and real estate services for high-net-worth individuals and families
Business owners
You need experienced help with financial reporting, accounting processes, banking and treasury matters, a special project, or a transition such as buying a company, selling one, or planning who takes over. We bring experience running finance for large, multi-location businesses and see each project through from start to finish.
How we can help
Four areas of work, offered hourly or on retainer depending on your scope and ongoing needs.
Boutique Financial Management
Know where every dollar stands. Financial organization and accounting support for high-net-worth individuals, families, and businesses: monthly reconciliation of bank, brokerage, and credit accounts, tax-ready record organization, bill payment oversight, expense tracking, and financial summaries.
Real Estate Portfolio Financial Management
See what each property really earns. Oversight of rental properties and multi-entity portfolios: cash flow, expense, and debt monitoring, reconciliations, financial reporting, and coordination with your tax and legal advisors.
Project-Based Business Consulting
Get numbers you can make decisions with. Accounting system implementation and process improvements, financial reporting and internal controls, financial record cleanup and reconstruction, treasury management and banking relationships, and insurance and risk management coordination.
Transaction and Transition Support
Have a steady hand through big changes. Financial and administrative support for business acquisitions and divestitures, business succession, and estate transitions, working alongside your attorneys, CPAs, and other advisors.
What you can expect
One advisor who knows you
Clients work directly with Chris Foy, benefiting from experienced financial guidance, personal attention, and a commitment to discretion and confidentiality. Every engagement is tailored to the client’s individual needs and circumstances.
Big-company expertise, sized for you
Decades of public accounting and corporate finance experience mean we know how strong reporting, controls, and banking relationships work. We set them up at the right size for you, without the overhead of a large firm.
Your privacy, protected
We work quietly and keep your financial details confidential. When your attorney, CPA, or other advisors need something, we coordinate with them directly.
Your advisor at a glance
- Certified Public Accountant (CPA)
- B.S. in Accounting, Indiana University Bloomington
- 7 years in public accounting
- 23 years as a Chief Financial Officer, including companies with more than $1 billion in revenue
- Experience in automotive retail, real estate and property management, professional services, manufacturing, and hospitality
- Based in the Greater Portland area, serving clients locally and remotely
Getting started is simple
Step 1
Initial meeting and assessment
We sit down with you before any work begins. Meeting face to face is the best way to fully talk through your goals, your records, and what isn’t working.
Step 2
Scope and plan
Together we agree on priorities, deliverables, and whether an hourly or retainer arrangement fits best.
Step 3
Implementation and ongoing support
We do the work behind the scenes. Ongoing support happens remotely, and we are glad to travel within reason when meeting in person helps.
Common questions
What does CTF Advisory Group do?
CTF Advisory Group is a Portland, Oregon area firm led by Chris Foy, a CPA and former CFO. It provides hands-on financial management for high-net-worth individuals, families, and real estate investors, and project-based financial consulting for business owners. That includes monthly reconciliations, bill payment oversight, tax-ready records, accounting system setup, financial reporting, internal controls, record cleanup, and support during acquisitions, sales, and succession.
Is CTF Advisory Group a bookkeeper, a CPA firm, or a financial advisor?
Our founder is a Certified Public Accountant with more than 30 years in accounting and financial leadership, including 23 years as a Chief Financial Officer. Our work centers on organizing, reconciling, and overseeing your financial records and on fixing the processes behind them. We work alongside your tax preparer, attorney, and other advisors rather than replacing them.
Who is a good fit?
Two groups. The first is individuals, families, and real estate investors who want someone discreet and reliable keeping their accounts, bills, properties, and entities in order. The second is business owners who need experienced help with financial reporting, accounting processes, banking and treasury, a special project, or a transition.
How are fees set?
Engagements are billed hourly or on a monthly retainer, depending on the scope and how much ongoing help you need. We talk through scope and fees with you directly after your first meeting, so you know what to expect before work begins.
Do you work with clients outside the Portland area?
Yes. We are based in the Greater Portland area and serve clients locally and beyond. Every engagement starts with an in-person meeting, since that is the best way to fully talk through your goals. After that, we are willing to travel within reason and handle ongoing work remotely.
Is there a minimum account size or revenue requirement?
No. We work with individuals, families, and businesses of many sizes. The first conversation is about whether we are the right fit for what you need.
Let’s talk about what you need
Tell us a little about your situation and we will follow up to find a time to meet. You can also email chris@ctfadvisorygroup.com.