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But we’re also fiduciaries, and we’ve got your back!

People told us we were crazy to use our family name “Crooks” for our financial service business. 20 years later, we still receive more compliments, delight, - and yes - plenty of jokes, than we do confusion or worry.

As a married team, it was always important to us to reflect our focus on care, personalized advice, and family in our business messaging. “Crooks and Company Financial Management” seemed like a fun way to demonstrate this commitment to our community.

Our focus on public employees.

Co-founder Amy Crooks spent several years working as a lobbyist for the Oregon Community College Association – tracking employee benefits, advocating for better funding, and supporting sound public policy. Her time there helped her develop what is now a deep expertise and critical awareness of the financial landscape of public employees.

Her husband, Alex Crooks – a financial professional at Edward Jones at the time – helped translate and tailor this deep expertise into a unique new service offering focused on public employees. Together they launched Crooks & Company Financial Management and have been supporting an almost exclusively public employee client-base since 2001.


You’re the expert. We’re your guide.

We help you understand it for yourself, because we know it creates better, longer-lasting results.

We create every plan from scratch.

Because we know every client’s life situation and goals are unique.

We meet you wherever you're at.

Even if you need help getting to the starting line.

We thrive by doing right by people.

99% of our new clients come through word-of-mouth referrals.


Whether you’re ready to dive in or you just want some questions answered, our team is here to listen and help.

How can we help?