Portland, OR

Are you looking for a financial advisor in the Portland, Oregon, area? We know you have many choices of financial planning firms in Portland, and we want you to understand what makes us different. 

We are CFP® certified.

Our advisors are Certified Financial Planners®, have the education and experience requirements and passed the rigorous examination to earn the CFP® designation. Advisors who are CFP® certified must adhere to specific ethical standards, including the fiduciary standard, a legal and moral duty we take seriously. This standard requires that our financial advisors put our client's best interests ahead of their own when providing financial advice and making recommendations.

We are Portland-local.

We are local, and our customers will talk to one of us when they call our office. It is important to us to establish a deep level of trust with our client families. We aim to create a long-term and lasting relationship with each family. We are here for our clients and would like to be here for you too.

We are diverse.

Our advisors span gender, age, and focus area. Whether you need estate planning, investment management, cash flow planning, retirement planning, tax planning, or risk planning, our advisors help you reach your financial goals. We will take the time to understand your short and long-term goals and create a tailored plan for your needs.

We are a fee-only advisory firm.

We are a fee-only firm. Unlike ``fee-based`` and ``commission-based`` firms, we do not receive our revenue through selling products and generating commissions which can lead to a conflict of interest. Instead, our clients pay us directly as a percentage of the assets we manage on their behalf.
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  3395 SW Garden View Ave
Portland, OR 97225

We Look Forward to Hearing From You!

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