Advanced Wealth Management
Building for the Future, Enjoying the Present
5.0
Family-owned wealth management and financial planning firm serving clients nationwide for over 30 years.
About
Advanced Wealth Management is a family-owned and operated financial planning and wealth management firm based in Beaverton, Oregon, serving clients throughout the country. Founded by Bob and Dorothy Haley, who began their work in financial services in 1982 and 1984 respectively, the firm has built its practice on deep community roots, fiduciary stewardship, and personalized service.
Now led by their children Ted Haley (President) and Lindsey Haley (Business Manager), the firm operates as an independent Registered Investment Adviser partnered with Commonwealth Financial Network®. They use the financial planning process to consider clients' holistic financial health, crafting customized strategies for investment management, retirement planning, tax coordination, insurance planning, estate planning, charitable giving, education savings, and more. The firm emphasizes family values, community engagement, sustainability, and continuous learning, and has been recognized for excellence and leadership in wealth management for over 30 years.
Services
Investment Management
Customized investment strategies tailored to each client's unique goals and circumstances.
Financial Planning
Holistic financial planning that coordinates all moving pieces of a client's financial life.
Debt Analysis
Analysis and strategies to help clients manage and reduce debt effectively.
Education Savings
Planning and strategies for funding education goals, including 529 plans and other vehicles.
Company Retirement Plans
Design and management of employer-sponsored retirement plans such as 401(k)s and pensions.
Tax Coordination
Coordination of tax strategies with overall financial planning to optimize outcomes.
Credentials & Certifications
Reviews
