We are an independent financial services company, headquartered in Portland, Oregon, with a focus on:
While independently owned, we are supported by Financial Advocates Investment Management. We utilize Fidelity Investments and LPL Financial as our custodians to safeguard our client accounts. Through these associations, we bring technical, administrative support, and security of leading national organizations. We think our clients find it a pleasing combination of local ownership and world-class resources.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us at (503) 227-9800. We look forward to hearing from you.
Business, Personal & Financial Solutions
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1984 - 2017
Director of Client Relations
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