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DA Davidson Wealth Management: Dusty Hume, CFP

Every person is distinct, every story unique. Why should your financial plan be any different?

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

Personalized financial advisory practice at D.A. Davidson helping clients build, protect, and pass on wealth through life's key moments.

Call (503) 863-5043
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DA Davidson Wealth Management: Dusty Hume, CFP website

About

Dusty Hume operates as a Senior Vice President and Financial Advisor within D.A. Davidson Companies, a financial services firm founded in 1935.

The practice offers a broad range of financial advisory services including retirement planning, education planning, strategic financial planning, risk management, and investment planning. The approach is built on a discovery process that asks 'what is your story?' to create customized, comprehensive financial plans. As a certified fiduciary, the advisor prioritizes the client's best interest in every decision. The firm has 1600 employees across 110 locations in 30 states and is employee-owned.

Certified fiduciary putting client best interest first
Personalized discovery process based on each client's unique story
Employee-owned firm with a 90-year legacy
Comprehensive approach covering entire financial picture
Backed by D.A. Davidson's broad network of experts and resources

Services

Retirement Planning

Help clients envision and plan for the retirement they want, whether that includes leisure, family time, or other goals.

Education Planning

Help clients set up children or dependents for success by ensuring they have the necessary resources to pursue their dreams.

Strategic Financial Planning

Turn a client's vision into clear objectives and an efficient plan of action to reach their financial goals.

Risk Management

Identify, assess, and mitigate potential risks to safeguard client goals and guide them toward success.

Investment Planning

Design strategic investment plans tailored to the client's financial goals, risk tolerance, and long-term growth aspirations.

Credentials & Certifications

CFP (Certified Financial Planner)

Frequently Asked Questions

What is your approach to financial planning? +

Our approach begins with a discovery process of asking 'what is your story?' We want every relationship to matter, built on more than a transaction, because this is your life, your family, and your legacy.

Are you a fiduciary? +

Yes, as a certified fiduciary, your best interest is always at the forefront of each decision.

What services do you offer? +

We offer Retirement Planning, Education Planning, Strategic Financial Planning, Risk Management, and Investment Planning.

What is D.A. Davidson Companies? +

D.A. Davidson is a financial services partner founded in 1935 as a brokerage and wealth advisory firm in Montana. It has grown into a multifaceted company with 1600 employees, 110 locations across 30 states, and is employee-owned.

What are life's key moments you help with? +

We provide trusted advice through life's key moments including marriage and life partnership, divorce, family care, loss of a loved one, adding a family member, and learning to earning.

Where is the office located? +

2 Centerpointe Drive, Suite 200, Lake Oswego, OR 97034.

How can I contact Dusty Hume? +

You can reach Dusty Hume by email at [email protected] or by phone at (503) 863-5043.

What credentials does Dusty Hume hold? +

Dusty Hume is a CFP (Certified Financial Planner) and Senior Vice President, Financial Advisor at D.A. Davidson.

Contact DA Davidson Wealth Management: Dusty Hume, CFP

DA Davidson Wealth Management: Dusty Hume, CFP
Website
dustyhume.com
Category
Financial consultant
Wheelchair Accessible
Call (503) 863-5043

Opening Hours

Monday
08:00–17:00
Tuesday
08:00–17:00
Wednesday
08:00–17:00
Thursday
08:00–17:00
Friday
08:00–17:00

Location

Location of DA Davidson Wealth Management: Dusty Hume, CFP, 2 Centerpointe Dr # 200, Lake Oswego, OR 97034 · View on Google Maps

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Get in Touch

Ready to work with DA Davidson Wealth Management: Dusty Hume, CFP?

Reach out today to schedule a consultation.

(503) 863-5043

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