Firenze Wealth Management

Inspiring Valued Financial Solutions

Financial consultant in Tigard, OR (show on map)

5.0

★★★★★

6 reviews

Independent wealth management firm in Portland, OR offering holistic financial planning, investment management, and retirement solutions.

Call (503) 963-6555

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About

Firenze Wealth Management is an independent financial advisory firm headquartered in Tigard, Oregon, serving clients in Portland and beyond. Founded by Carrie Mullins and Sara Tanner, the firm was inspired by the Renaissance ideals of combining math, art, science, literature, and physical health into a holistic financial services model.

As an independent firm committed to complete objectivity, Firenze Wealth Management offers a full range of investment and financial services including financial planning, risk and insurance, investment management, retirement planning, Oregon public employee retirement planning, small business retirement planning, education savings, and tax strategies. The firm operates in partnership with LPL Financial, a Registered Investment Advisor and member of FINRA/SIPC, which provides access to proprietary research, investment solutions, and practice management resources. Core values of respect, integrity, and loyalty guide every client relationship, with a mission to help clients work toward financial independence through thoughtful, personalized planning.

Independent firm offering complete objectivity and independent advice

Holistic approach combining financial goals with personal values

Backed by LPL Financial, a leader in the financial advisor-mediated marketplace with $2.3 trillion in brokerage and advisory assets

Fiduciary focus with dedicated retirement plan guidance

Combined almost 90 years of experience across the team

Core values of Respect, Integrity, and Loyalty

Services

Financial Planning

Holistic financial planning that weaves together your financial goals and values into a customized strategy.

Customized strategies Goal-based planning Long-term relationship building

Investment Management

Professional investment management services to help clients build and preserve wealth.

Access to wide array of solutions Proprietary research Value-added investments

Retirement Planning

Comprehensive retirement planning including Oregon public employee retirement and small business retirement plans.

Oregon Public Employee Retirement Small Business Retirement Planning Retirement readiness assessment

Risk & Insurance

Risk management and insurance solutions to protect your family and assets.

Family protection Asset preservation Risk assessment

Tax Strategies

Tax planning strategies and resources to help clients navigate tax season and optimize their financial outcomes.

Tax season resources Tax optimization guidance Educational content

Education Savings

Planning and investment solutions for education savings goals.

Education savings plans Goal-based investing Future planning

Credentials & Certifications

LPL Financial Registered Investment Advisor

FINRA Member

SIPC Member

Reviews

Rating

★★★★★

Reviews

"Aimee is like no other financial advisor I’ve ever met!"

Frequently Asked Questions

What is Firenze Wealth Management's approach to financial planning? +

Firenze Wealth Management takes a holistic approach, creating customized strategies that weave together your financial goals and values. They focus on building long-lasting relationships, offering education and guidance, and maintaining calm and thoughtful dedication to your financial life.

Is Firenze Wealth Management an independent firm? +

Yes, Firenze Wealth Management is an independent firm committed to offering complete objectivity and independent advice. It operates in partnership with LPL Financial, a Registered Investment Advisor.

What services does Firenze Wealth Management offer? +

The firm offers financial planning, risk and insurance, investment management, retirement planning (including Oregon public employee retirement and small business retirement planning), education savings, and tax strategies.

What are Firenze Wealth Management's core values? +

The firm's core values are Respect, Integrity, and Loyalty, which guide their commitment to maintaining calm and thoughtful dedication to clients' financial lives.

Who are the founding owners of Firenze Wealth Management? +

Carrie Mullins and Sara Tanner developed their vision for Firenze Wealth Management on a trip to Florence, Italy, inspired by the Renaissance ideals of combining math, art, science, literature, and physical health.

What is the firm's mission? +

Firenze Wealth Management's mission is to help clients work toward financial independence through planning, by building long-term relationships and treating clients with care, kindness, and respect.

Is the firm's content intended as tax or legal advice? +

No, the content is not intended as tax or legal advice. Clients are advised to consult legal or tax professionals for specific information regarding their individual situation.

What states does the firm serve? +

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of AK, AZ, CA, CO, FL, HI, IA, ID, IN, MT, NC, NH, NJ, NM, NV, NY, OK, OR, SD, TX, UT, VT, and WA.