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


Why Us?

Fee Transparency

Clients never pay more than 1% in investment management fees. Click here for a complete breakdown of our fees.

Education

Whether you are an individual investor or a 401(k) Plan Sponsor, WFA is your go-to for investment and financial wellness education.

Clients First

Willamette Financial Advisors, LLC is committed to providing our clients with the highest level of client service and support. If you have any questions or concerns about the services or advice you are receiving from our firm or your advisor, please do not hesitate to contact us at: This email address is being protected from spambots. You need JavaScript enabled to view it. or 503.406.8977. One of our Principal Members will contact you within 48 hours.

The Fiduciary Difference

Willamette Financial Advisors, LLC prides itself on offering you advice based on a Fiduciary Standard. No one pays us but you, and we serve no interests but yours. Meeting your financial goals depends on the ability to respond effectively to your current and changing needs, and Willamette Financial Advisors, LLC is committed to helping you do just that.

Collaborative Services

Collaborative Services with Other Professionals is a value-added service that Willamette Financial Advisors provides to our clients. We will work with other professionals to assist our clients with comprehensive life planning.

Credentials and Qualifications

WFA is a Certified Financial Planners™ (CFP®) Firm and require all of our advisor to adhere to the CFP® standard. We are not strangers to advanced educational degrees and certifications, such as CFP®, MBA, PhD, CRPC®, and FPQP® – these are all represented on our Advisory Team and staff! These additional degrees, certifications, and designations ensure that our clients’ needs are being met and their expectations are best fulfilled.

Our Philosophy

Our philosophy is simple: it is our responsibility to help you make the best financial decisions possible. Adherence to this philosophy requires a holistic understanding of your financial resources and goals, and a consideration of any perceived risks that may derail your objectives.

Our Process

  • Discover

    A thorough understanding of your needs and goals is key to the creation of your comprehensive wealth plan. We take the time to listen, ask incisive questions, and gain insight into your life and the things that matter most to you.
  • Analysis

    In this part of the process, we gather all relevant documentation and thoroughly review your financial and estate resources to help you comprehend how your assets are positioned, how they will ultimately transfer and how they can be harnessed to achieve your overall goals.
  • Advise and Implement

    We offer thoughtful and insightful recommendations tailored to your goals and resources. We work with you to evaluate all options so that you can decide which choices are right for you. We then act to ensure that your overall plan is implemented. We excel at assembling all your advisors and subject matter professionals to ensure everyone is on the same page and working on your behalf.
  • Monitor and Evolve

    Through ongoing communication, we continuously monitor progress toward your goals. As your needs change, and as tax laws and market conditions fluctuate, we carefully consider and discuss your strategy with you. We are always candidly evaluating whether your strategy remains on target or if adjustments are needed.

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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