Trillium Valley Financial Planning
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    • About us
      • About us
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      • Service Details
      • Fees
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Trillium Valley Financial Planning
  • Home
  • About us
    • About us
    • How we work
    • Affiliations
    • In the news
  • Services and fees
    • Service Details
    • Fees
  • Client forms
  • FAQ
  • Blog
  • Contact us

Affiliations

Commitment to Professionalism

 The Certified Financial Planner Board of Standards  is a professional regulatory organization. It fosters professional  standards in personal financial planning so that the public values, has  access to and benefits from competent financial planning. Individuals  who meet rigorous requirements are certified by the CFP Board to use its  certification trademark. These include 30 hours of continuing education  credits every two years. The CFP licensee also agrees to abide by the  Board's Code of Ethics and Professional Responsibility.  Andy Tilp is a CERTIFIED FINANCIAL PLANNER™ Practitioner in good standing with the  Certified Financial Planner Board of Standards. 

Fiducary fee only hourly finanical planning for all walks of life

Commitment to Serving the Public

 

Andy is a member of the Garrett Planning Network, Inc. (GPN),  a nationwide network of fee-only financial advisors. GPN members are dedicated to providing competent, unbiased financial advice to people from all walks of life, on an hourly as-needed basis. Less than 1% of the nation's financial planning firms are structured this way.


Many financial advisors accept clients only if they meet income and net worth requirements. GPN members believe, however, that professional, unbiased financial advice is something all Americans should have available. Holding to this philosophy, GPN members offer the same quality, professional advice to all clients, not just the affluent.

Registered NAPFA Member National Associaton of Personal Financial Advisors Fiducary fee only

Commitment to Excellence

Andy is a Registered NAPFA Member. The National Association of Personal Financial Advisors  is the most extensive professional association of comprehensive, Fee-Only financial planners in the United States. With 2,000+ members and  affiliates, the members of the National Association of Personal  Financial Advisors (NAPFA) subscribe to the following fiduciary oath:

  • The Advisor shall exercise his / her best efforts to act in good faith and in the best interest of the client.
  • The Advisor shall provide written  disclosure to the client prior to the engagement of the advisor, and  thereafter throughout the term of the engagement, of any conflicts of  interest, which will reasonably compromise the impartiality or  independence of the advisor.
  • The Advisor, or any part in which the  advisor has a financial interest, does not receive any compensation or  other remuneration that is contingent on any client's purchase or sale  of a financial product.
  • The advisor does not receive a fee or  other compensation from another party based on the referral of a client  or the client's business.

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The Portland Financial Advisors Network (PDXFAN) is a consortium of financial planning experts who have qualifications, experience, and  credentials that exceed those of most financial advisors. Each member is an independent business owner but respect and enjoy exchanging ideas with the other advisors in the network.


Every client—and every financial advisor—is  unique. The network seeks to help you find the expert who best meets YOUR needs. 

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.


​​FPA  supports high standards of professional competence, ethical conduct, and  clear, complete disclosure when serving clients. FPA’s One Connection™  for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP® professionals.

Copyright © 2021 Trillium Valley Financial Planning - All Rights Reserved.

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