Founded in 1990 and registered with the SEC as a Registered Investment Advisor firm, we are now recognized as one of the largest independent financial planning firms in Oregon.
We have enormous enthusiasm for helping successful people enhance and preserve their wealth. First and foremost, we are dedicated to our clients' success.
To provide practical and effective solutions to their problems, we strive first to understand their needs, then formulate and implement a plan that works toward achieving their goals.
By conducting our business with uncompromising honesty and integrity, we have earned the trust and respect of our clients and a host of other professionals within the community.
Our experienced group of credentialed financial advisors average over 15 years of experience in the financial services profession. All of our senior advisors are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and/or hold other highly respected credentials such as the Chartered Financial Consultant (ChFC) or Certified Public Accountant (CPA) designation.
Please explore this site for additional information and insights about our firm and the special clients we serve. We welcome your telephone call or email contact should you desire additional information or wish to speak personally with one of our advisors.
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