503-610-8837

Serving the greater Portland area and the northern Willamette Valley.
House and office calls – Evening appointments available

FREE Initial Consultation

We are a fee-only, independent Registered Investment Advisor firm serving the greater Portland Oregon and Willamette Valley area.

Our obligations as a fee-only financial advisor are to you and your interests only! We do not sell any products and we do not receive any commissions. We are paid solely by client fees and are therefore free from inherent conflicts of interest to come from selling products or receiving commissions.

As your financial planning partner, our first task is to listen to your goals and concerns. We work with you to design strategies that best meet your unique needs. Even if you have had a few ‘bumps’ in your financial road or do not know where to start, our focus is to look forward and build to a more financially secure future for you

We welcome individuals and families in all ages, stages and circumstances. We have no minimum asset or income requirements.

 

Helping to meet your financial goals

We provide professional guidance to bring the many parts of your financial life into balance and alignment. This includes:

  • Current income, spending and debt
  • Planning for retirement
  • Funding higher education costs
  • Investment analysis
  • Risk mitigation
  • Estate plans

To meet the needs of our clients, we offer a broad array of Financial Planning services, ranging from a quick Financial Checkup, to extensive individual Financial Projects to a comprehensive Financial Review. Please see our Fee Schedule for the details of our offerings.

Our investment strategy is to diversify using only no-load, low-cost index funds and ETFs. Our goal is to minimize your out of pocket expense, thus get all of your money working for you.

We strictly adhere to the fiduciary ethics established by the CERTIFIED FINANCIAL PLANNER TM Board of Trustees and theNational Association of Personal Financial Advisors (“NAPFA”) Fiduciary Oath.

CFP

NAPFA

Home Goals

Financial Goals

Financial peace of mind is achieved one step at a time. We partner with you to build a personalized plan that addresses your unique needs so you know which steps to take first … on your journey to peace of mind.

Retirement Funding Checkup

With “age 70 being the new 50,” we are blessed with longer active and energetic lives. This also means we need to be prepared to fund a longer financial life. Let us help you put your plan together so you can enjoy life to the fullest.

Planning for Education Costs

Education and college costs continue to rise at a rate well above inflation. Let us help you put together a sound strategy that will let be prepared to help fund your children’s education needs.