It's Time to Think Differently About Your Money

We stay focused on market trends, so you don't have to.

Where You Are

We create financial strategies tailored to your goals.

Learn more

Where You Want To Be

Years of experience have prepared us to guide you through your life transitions.

Learn more

How You Get There

We believe values matter, and we live by ours every day.

Learn more

We Are One Of Portland’s Leading Financial Planners

Today’s markets are turbulent and unpredictable, making a prudent financial plan an absolute necessity. But, did you know that today’s market climate offers many opportunities for investment?

Our mission is to help our clients chart a successful path through challenging markets by taking advantage of opportunities for growth while helping to preserve their assets. Our financial planning process is based on five key tools that we call Investing Simplified:

A clear understanding of your financial and personal goals developed through ongoing conversations;

A well-defined road map for achieving those goals based investment strategies;

Ongoing advice to help adjust your road map when your needs change or market environments shift;

Tax strategies to help you keep more of what you make, especially critical with today’s new tax laws;

Estate planning to help your family minimize estate taxes and make sure your estate is handled the way you want.

Contact Us

Still Unsure? We Can Help

Name
Email
Phone
Question
Thank you!
Oops!

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.