Etesian Wealth Advisors, Inc

A personal approach to growth

Financial planner in West Linn, OR (show on map)

Boutique wealth advisory firm providing personalized investment management and financial planning with fiduciary standards.

Call (503) 387-3615

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About

Etesian Wealth Advisors is a boutique wealth advisory firm founded in 2009 by Stan Lochrie and his wife Barb. The firm is built on the philosophy that the people they work with are far more important than the size of their practice.

They offer personalized investment management and financial planning services grounded in fiduciary standards, meaning they do not receive commissions from anyone for purchasing their stock. Their approach combines one-on-one tailored guidance with a simple three-step financial planning process: establishing goals, mapping your future, and revisiting and re-evaluating. The team brings over 50 years of collective investment and client service experience.

Boutique advisory firm with personal partnership approach

Fiduciary standards — no commissions from product sales

Over 50 years of collective investment and client service experience

One-on-one tailored approach — not one-size-fits-all

Three-step financial planning process for clarity

24/7 access to client financial information via personalized website

Socially responsible investing options

Relationship built on trust, tradition, success, and integrity

Services

Investment Management

Fiduciary-based investment management that places client interests above all others. No commissions from stock purchases, with portfolio management backed by wealth management specialists and portfolio teams.

Fiduciary standards built on trust No commission-based product sales Customized portfolio management Strategic asset allocation Socially responsible investing options Ongoing monitoring and rebalancing

Financial Planning

Goal-based financial planning that serves as a roadmap for your financial future, covering retirement, education, healthcare, philanthropy, and major purchases.

Three-step planning process Goal establishment and mapping Ongoing personal support 24/7 access to financial information Customized financial plan Life event planning (travel, healthcare, education, philanthropy, vacation home)

Credentials & Certifications

AIFA®

ChFC®

Certified Financial Fiduciary®

CFP®

Frequently Asked Questions

What does it mean to be a fiduciary? +

As a fiduciary, Etesian does not receive a commission from anyone for purchasing their stock, which means the only person guiding decision making is the client. Their interests are always placed above all others.

What services does Etesian Wealth Advisors offer? +

Etesian offers two core services: Investment Management and Financial Planning. Investment management is fiduciary-based with no commission on stock purchases, and financial planning follows a three-step process of goal setting, mapping, and ongoing review.

How does the financial planning process work? +

Etesian uses a simple three-step process: (1) Establishing goals by defining what the future looks like, (2) Mapping Your Future by constructing a tailor-made platform with full visibility of assets, and (3) Revisit & Re-evaluate by remaining by your side as life and goals change.

When was Etesian Wealth Advisors founded? +

Etesian Wealth Advisors was founded in 2009 by Stan Lochrie, who left a job with a large accounting firm to start his own practice with his wife Barb.

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

Etesian promotes client goals, not their own products. They receive no commission for selecting stocks, and portfolio management is backed by wealth management specialists and portfolio teams. They also offer socially responsible investing options.

What types of goals does financial planning help with? +

Financial planning helps with saving for long-awaited travel, planning for extended or long-term health care, supporting education for children or grandchildren, donating to philanthropic causes, buying a vacation home/boat/RV, and limiting current and future tax exposure.

Where is Etesian Wealth Advisors located? +

Etesian Wealth Advisors is located at 1969 Willamatte Falls Dr. Suite 200, West Linn, OR 97068, serving the Portland area.

What makes Etesian different from larger wealth management firms? +

As a boutique advisory firm, Etesian has the time and resources to provide a personal partnership that places client goals front and center. They focus on building relationships, not just the size of the firm, and offer a one-on-one tailored approach.