Independent | Fee-Based | Fiduciary | CFP®

Located in Portland, OR, serving individuals, families, and businesses nationwide.

Navigating investment markets and planning your financial future can be turbulent, winding, and murky.

Willamette Financial Advisors is a progressive firm that celebrates diversity and strives to build long-term, client-centered relationships to help you chart your financial goals, bring clarity to the journey, build confidence, and bring you peace of mind.

We do it by:

Listening, Providing Guidance, Being Proactive, Educating, Being Transparent, and Taking a Holistic Approach.

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Independent Financial Advisors

Personalized Advise from trusted advisors

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.
  • Independent
  • Fiduciary
  • Fee-Based
  • A CFP® Professionals Firm
  • Client-First Philosophy
  • Comprehensive
  • Advice that Serves You
About Us

Our Services

All Services

    Our Inspiration.

    We're Proud to be a Fee-Based Financial Advisory Firm.

    "Price is what you pay. Value is what you get."

    Warren Buffett

    Let’s work
    together

    Our Location

    6650 SW Redwood Lane, Suite 310
    Portland, Oregon. 97224
    (503) 406-8977
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    © Willamette Financial Advisors, LLC   ADV   |   Disclosures |   Form CRS

    Securities offered through Charles Schwab & Co., Inc. | Member FINRA/SIPC.
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