Allium Financial Advisors

Financial Life Management simplifies it for you

Financial planner in Lake Oswego, OR (show on map)

A financial advisory firm offering comprehensive financial life management, investment planning, and fiduciary services for individuals, families, and businesses.

Call (877) 487-6860

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About

Allium Financial Advisors is a financial life management firm founded in 2016 that takes a comprehensive, personalized approach to managing clients' financial lives. The firm goes beyond investment management to provide integrated services across financial planning, estate planning, gifting, taxes, insurance, and fiduciary support.

Allium serves families and individuals, business owners, endowments and foundations, and retirement plan sponsors, with a focus on proactive, cost-effective investing and deeply personal attention. The firm's team includes CERTIFIED FINANCIAL PLANNER™ professionals, CFA charterholders, and former FINRA license holders who collaborate to create tailored portfolios and provide ongoing oversight.

Comprehensive financial life management beyond just investment management

Deeply personal attention even on matters they don't get compensated for

Access to carefully selected alternative investments for enhanced returns

Award-winning firm with an entrepreneurial spirit

Team of CFP® professionals, CFA charterholders, and experienced advisors

Proactive and collaborative approach to understanding client goals

Services

Financial Planning

Comprehensive financial planning for families, individuals, and executives covering retirement, tax strategies, estate planning, risk management, and charitable giving.

Personalized plan creation CFP® professional guidance Integrated suite of services

Investment Management

Personalized portfolio construction through proactive and cost-effective investing, including stock and bond funds and carefully selected alternative investments.

Alternative investments Cost-effective investing Portfolio volatility reduction Manager relations

Retirement Plan Sponsor Services

Fiduciary and investment expertise for retirement plan sponsors, including plan design, vendor selection, investment oversight, and employee education.

Fiduciary support Plan design Vendor selection Employee education Ongoing plan management

Executive Financial Planning

Independent, unbiased financial planning services for executives covering deferred compensation, tax liability reduction, and family protection.

Tax liability strategies Deferred compensation planning Family protection planning CFP® professional advice

Estate Planning & Trust Services

Estate planning, gifting, and trustee services to help clients manage wealth transfer and charitable giving strategies.

Estate planning Gifting strategies Trustee services Charitable giving planning

Business Succession Planning

Comprehensive financial planning for business owners navigating succession, including business structure and retirement planning.

Business succession planning Estate structure guidance Tax strategies Risk management

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Chartered Financial Analyst (CFA)

Chartered Alternative Investment Analyst (CAIA)

FINRA Series 7 License

FINRA Series 63 License

FINRA Series 66 License

Oregon Health and Life Insurance License

Frequently Asked Questions

What types of clients does Allium Financial serve? +

Allium serves Families & Individuals, Business Owners, Endowments & Foundations, and Retirement Plan Sponsors.

What services does Allium Financial offer? +

Allium offers financial planning, investment management, estate planning, gifting, tax services, insurance, and trustee services as part of a comprehensive financial life management approach.

How does Allium approach investment management? +

Allium creates personalized portfolios through proactive and cost-effective investing, using stock and bond funds along with carefully selected alternative investments to enhance returns and reduce portfolio volatility.

Is Allium Financial a fiduciary? +

Yes, Allium acts as a trusted partner and professional fiduciary for retirement plan sponsors, taking responsibility for plan design, vendor selection, and ongoing management.

What credentials do Allium's financial advisors hold? +

The team includes CERTIFIED FINANCIAL PLANNER™ professionals, CFA charterholders, and former FINRA Series 7 and 66 license holders.

When was Allium Financial Advisors founded? +

Allium Financial Advisors was founded in 2016.

Does Allium provide financial planning for executives? +

Yes, Allium's CFP® Professionals provide independent, unbiased financial planning services for executives, covering tax liability, deferred compensation, and family protection.

How does Allium handle retirement plan investment oversight? +

Allium designs an investment menu to fit the employee base, establishes an investment oversight process that protects the plan sponsor, and provides ongoing information to help trustees make effective and prudent decisions.