Trillium Valley Financial Planning, LLC, is an independent, fee only Registered Investment Advisory firm, established in 2009. With offices in Tualatin and Lake Oswego, we serve the greater Portland area and northern Willamette Valley, or we can also work remotely to help clients outside the region.
We provide financial planning and advisory services to individuals and families in all walks of life, at all ages and circumstances. We have no minimum asset or income requirements.
Our commitment is to provide competent, objective fee only financial advice to individuals and families so they may achieve their long-range financial goals. Our greatest responsibility is to serve you, our client. Because we work strictly on an hourly or project-based fee-only basis, we receive no commissions from the sale of any financial product, and we do not sell any such products. Thus, we are free from outside influences and motivations that might cause a conflict of interest. Our focus is to understand your unique situation and to provide objective and professional financial plans that are personalized to your specific goals.
Andy Tilp, CFP®, is the founder and president of Trillium Valley Financial Planning, LLC.
“Helping families with their financial plans has been a lifelong passion. Too often, I see families who have been financially damaged resulting from poor advice or by the sale of financial products that only enrich the salesperson. My firm’s mission is to provide a positive solution that serves your interests and your goals.”
Andy, a Certified Financial Planner™ , started Trillium Valley Financial Planning in 2009, continuing his life-long entrepreneurial spirit, which he began in his teenage years by establishing successful businesses even before he was eligible to drive. After serving a 4-years in the US Air Force, living abroad for 3 years, earning a BS in Electrical Engineering and later an MS in Computer Science, Andy carried this entrepreneurial spirit forward into a high-tech career, which included starting his own software company, working for a high-flying startup. He also gained valuable business experience managing complex software projects in large, well-established corporations. Andy received his Executive Certificate in Financial Planning from the University of Portland in 2009.
In addition to helping his clients, Andy supports the next generation start on a solid financial footing as an adjunct professor at Portland State University where he teaches a course in Personal Finance. “It is crucial that today’s young men and women have a good understanding of the financial world that awaits them in their adult lives.”
Andy and his wonderful wife Janet of 36 years also own and operate a small farm outside of Sherwood, Oregon, where they raise Pygora goats and actively support 4H activities within the community.
“Combining my desire to help families, my analytical and strategic planning expertise and my knowledge of financial planning topics, I have an ideal mixture of skills to assist individuals and families. My process is to:
Using this process allows me to understand the ‘big picture’ of your current financial position and where you want to go. From there, I do an honest and thorough analysis to convert your goals and dreams into a plan that includes specific steps designed to help you succeed. Because every individual and each family is unique, I create a personalized plan that fits your unique goals and objectives.”
Andy and Janet know the joy of raising a family with their now grown children.They also are intimately familiar with financial challenges that come along with children, especially the rigors of financing higher education costs.
“Whether your goals are 2 years out or 30 or more years from now, the key is to start now. Maybe you have made some financial missteps in the past, or you are unsure of how or where to start, my role is to be your non-judgmental advisor that is focused on the path to your future success.”