Our Story.

Personalized Advise from Trusted Advisors

Willamette Financial Advisors, LLC (WFA) is an Independent Registered Investment Advisory (RIA), firm consisting of CFP professionals and other advisors dedicated to providing financial planning and strategic investment management.

WFA Advisors strive to accomplish this with the highest levels of trust, integrity and respect, while always collaborating with other team members. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Ron Barry, PhD, CFP®

Chief Operations Officer, Chief Financial Officer, Co-Founder, Principal Member
Jim Jones, CFP®

Jim Jones, CFP®

Chief Compliance Officer & Principal Member
Dana Gardner

Dana Gardner

Financial & Investment Advisor

Rich Steronko

Rich Steronko

Financial & Investment Advisor

Jeff Gale, CFP®, CRPC®

Fiduciary Financial Advisor
Janie Selby

Janie Selby

Operations & Compliance Officer, Financial ParaPlanner Qualified Professional FPQP®
Elizabeth Barry

Elizabeth Barry

Advisor Associate


FAQ

What is an independent financial advisor?
Independent Registered Investment Advisers are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care—and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.
What does being a Fiduciary mean?
A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries will also adopt a code of ethics and will fully disclose how they are compensated.
What separates us from other financial advisors?
A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company. Our services range from financial planning to investment management to estate planning—we can meet a wide range of needs under one roof. Finally, we are oriented toward providing each client the attention and service they deserve. We treat our clients as individuals and not numbers.
Where is my money kept?
In our advisory role, we never take custody of client assets. We utilize TD Ameritrade, Inc. as the custodian of client accounts and as our primary broker. Our relationship with TD Ameritrade, Inc. is an arm’s length transaction with no exchange of funds between TD Ameritrade, Inc. and us. When your account is established with TD Ameritrade, Inc., you provide us with limited trading authorization on your account. This authority allows us to process trades directly in client accounts.
How do I begin?
Typically, we only need a copy of your most recent account statement and your signatures on a few forms. We will take care of setting up your new account and transferring your assets.

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