Apella Wealth

Advice for Life

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

Employee-owned financial advisory firm delivering evidence-based wealth management, financial planning, and investment solutions.

Call (503) 636-1443

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About

Apella Wealth is an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, they use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side.

They are passionate about working with clients and helping them achieve their most important long-term goals. Their services include comprehensive financial planning, tax-efficient portfolio management, retirement plan design and consulting, estate planning, philanthropy strategies, and values-based investing for individuals, families, businesses, and institutions.

Employee-owned firm

Evidence-based investing rooted in academic research

No hidden fees and full transparency

Independent, innovative planning and investment solutions

Long-term partnership approach through all market cycles

Services

Comprehensive Financial Planning

Custom strategic plans grounded in your vision and values, addressing budgeting, goal prioritization, and long-term financial well-being.

Budgeting and cash flow strategies Goal prioritization Tax planning integration Coordination with CPA and estate attorney

Investment Management

Evidence-based portfolio construction and management using academic research and decades of data.

Evidence-based investing Values-based investing options Tax-efficient portfolio management Ongoing monitoring and rebalancing

Retirement Plan Services

Design, implementation, and consulting for employer retirement plans including 401(k), Safe Harbor, Profit Sharing, and Defined Benefit plans.

401(k) and Safe Harbor 401(k) Profit Sharing plans Defined Benefit and cash balance plans 401(k)/DB combo plans Open architecture with TPA partners

Estate Planning and Legacy

Protecting loved ones with the right documents and legal structures, and preparing them to navigate inherited responsibilities.

Legal structures and documents Charitable giving strategies Donor-advised funds Charitable remainder trusts

College Planning

Help parents and grandparents save for education in a tax-efficient manner amid rising tuition costs.

Tax-advantaged savings strategies Custom education funding plans Coordination with overall financial plan

Business and Institutional Services

Wealth management solutions for businesses and institutions including employee benefits, buy/sell agreements, and asset/liability management.

Employee benefits consulting Buy/sell agreement structuring Cash and investment management Retirement plan design for institutions Lending and financing connections

Credentials & Certifications

CFA (Chartered Financial Analyst)

CFP (Certified Financial Planner)

ChFC (Chartered Financial Consultant)

AIF (Accredited Investment Fiduciary)

RICP (Retirement Income Certified Professional)

CLU (Chartered Life Underwriter)

MSFS (Master of Financial Services)

Frequently Asked Questions

What makes Apella Wealth different from other financial advisory firms? +

Apella Wealth is employee-owned, uses evidence-based investing rooted in academic research rather than speculation, and operates with full transparency and no hidden fees.

Who does Apella Wealth serve? +

Successful individuals and families, businesses and institutions, and retirement plan sponsors across the United States, regardless of life phase.

What retirement plan types does Apella Wealth help with? +

401(k), Safe Harbor 401(k), Profit Sharing, 457(b), Defined Benefit (including cash balance plans), and 401(k)/DB combo plans.

Does Apella Wealth offer tax-efficient investment strategies? +

Yes, tax planning and tax-efficient strategies are an integral part of each comprehensive financial plan they create.

Can Apella Wealth help with college planning? +

Yes, they help parents and grandparents put together plans to make college more affordable through tax-advantaged savings strategies.

What credentials do Apella Wealth advisors hold? +

Advisors hold credentials including CFA, CFP, ChFC, AIF, CASL, RICP, CLU, and MSFS, and are members of the CFA Institute and Financial Planning Association.

Is Apella Wealth a fiduciary? +

Yes, as an employee-owned firm they act in your best interests with full transparency and no hidden fees, consistent with fiduciary standards.

Does Apella Wealth work with women in financial transition? +

Yes, they offer financial planning, education, and guidance for women experiencing transitions such as marriage, divorce, widowhood, or re-entering the workforce.