Fee Only
Financial Planning

Located in Portland

Holistic (hō-lĭs′tĭk) adjective: Emphasizing the importance of the whole and the interdependence of its parts.

We are an independent, fee-only financial planning firm located in NE Portland. We specialize in helping busy professionals & small business owners, as well as clients at or near retirement. Whoever you are and wherever you go, we know that true freedom is the ability to set the course of your own life. Let us help define & design your own blueprint.

Registered Investment Advisor

Wealth Management.

Built for you.

Wealth Management
Financial Advisor
Why Choose Us

Let's plan your financial path.

Independent

Everything revolves around our client's goals, wants, and needs. No outside influence.

Fiduciary

Putting our client's best interests FIRST at all times. Seriously.

Holistic

We review your entire financial picture, not just your investable assets. Planning always comes first.

Fee-Only

An open, honest, and transparent relationship is the key to success.

No Account Minimum

Great advice shouldn’t have a barrier to entry. Our #1 priority is our clients.

Being Kind is Cool

We work with clients that we like. It makes the planning work a lot more fun.
About Us

Client-First Philosophy

We are a “clients-first” firm. That means we put our clients and their needs first. We don’t talk about investment options until we understand your entire financial picture. Other advisors might automatically push products that will make them money, but our approach is different. We want to know you first to make sure we provide the help and guidance that you need. Then we work with you to help build a financial plan that fits your unique needs and supports your personal goals while keeping your fees low and maintaining transparency in pricing.
Family
Family
Family
Partners

Our strategic alliances.

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Securities offered through TD Ameritrade. Member FINRA/SIPC.
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