De[fi]ned Wealth Management

What's your [financial independence]?

Financial planner in Beaverton, OR (show on map)

Independent wealth management firm helping clients achieve financial independence through comprehensive planning and investment advisory.

Call (503) 444-7100

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About

Defined Wealth Management is a unique and modern full-service independent wealth management firm and fiduciary. We work with clients so they can discover, plan, manage, and achieve their financial independence.

The firm delivers a holistic approach that melds experience and knowledge to bring clients the wisdom and clarity needed to find their financial independence and a life well-lived. Founded on the principle that financial success happens when you take a whole-picture approach to wealth management, the firm serves clients at various stages of their financial journey.

Holistic whole-picture approach to wealth management

Focus on Financial Independence as the core goal

Three distinct service models (Wealth Management, Subscription-Based Planning, Project-Based Advisory) to fit different client needs

Fiduciary responsibility with transparent, unbiased advice

Modern, tech-forward approach (online account management, data-based decisions)

36+ years of combined experience in the industry

Certified Financial Planners (CFP®) on staff

Services

Wealth Management

Full-service wealth management including investment advisory, financial planning, estate planning, tax planning, and insurance planning for high-net-worth individuals.

Investment advisory Financial planning Estate planning Tax planning Insurance planning Asset preservation and growth Legacy transfer

Subscription-Based Financial Planning

Ongoing subscription-based planning model for professionals and others building wealth, offering flexibility and guidance without requiring a large investment portfolio.

Cash flow optimization Asset and risk allocation Retirement planning Education planning Estate planning strategies Tax and insurance planning

Project-Based Financial Advisory

One-time or limited engagement advisory for specific financial questions or decisions without committing to an ongoing service model.

Goal tracking assessment Mortgage refinancing analysis Retirement account selection College savings planning Investment strategy review

Estate Planning

Comprehensive estate planning services to help families develop plans to pass along wealth to loved ones and organizations, addressing family dynamics and changing tax laws.

Comprehensive estate plan development Wealth transfer strategies Family dynamics navigation Tax law optimization Legacy preservation and protection

Credentials & Certifications

CFP® (Certified Financial Planner)

Since 2016

CFP® (Certified Financial Planner)

Since 2019

CPA (Certified Public Accountant)

New York State Bar License

FPQP® (Financial Planning Qualified Professional)

SEC Registered Investment Advisor

Frequently Asked Questions

What is financial independence? +

Financial independence is unique to each individual—it means having the freedom to live the life you want without being constrained by financial concerns. Defined Wealth Management helps clients discover, plan, manage, and achieve their personal financial independence.

What services does Defined Wealth Management offer? +

The firm offers wealth management, subscription-based financial planning for wealth-building professionals, project-based financial advisory for specific questions, and comprehensive estate planning services.

Who can benefit from working with Defined Wealth Management? +

The firm serves a range of clients: those new to working with an advisor, those looking for validation of their current financial plan, those seeking more planning-centric advice, high earners building wealth, and anyone with specific financial questions or decisions to make.

What is the CFP® certification? +

CFP® stands for Certified Financial Planner. Chris Hatfield obtained his CFP in 2016 and Alix DeMartino obtained hers in 2019. They completed the CFP Board Registered Program and passed the CFP Certification Examination. Every two years, they must complete a minimum of 30 hours of continuing education.

How does the subscription-based planning model work? +

The subscription-based planning model offers flexibility and guidance for professionals building wealth without requiring a large investment portfolio. It includes cash flow optimization, asset and risk allocation, retirement planning, education planning, estate planning strategies, and tax and insurance planning. The model is designed to grow with the client—providing structure, accountability, and advice as their career and financial life evolve.

What is the firm's approach to wealth management? +

Defined Wealth Management takes a whole-picture approach to wealth management, delivering a melding of experience and knowledge. They believe financial success happens when you take a holistic view that includes both assets and planning—like a symphony with more than just string instruments or a golfer with more than one club.

Is Defined Wealth Management a fiduciary? +

Yes, Defined Wealth Management is described as a fiduciary and a Registered Investment Advisor with the U.S. Securities and Exchange Commission.

What is the firm's founding history? +

Defined Wealth Management was formed after over 36 years of business development. The firm's founders wanted to highlight the letters F and I (Financial Independence) in their name, reflecting the common thread shared by their clients and their vision for the future.