OnMark Asset Management, LLC

Financial Planning Designed to Hit the Mark

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

5.0

★★★★★

5 reviews

A fiduciary financial advisory firm offering personalized investment, retirement, estate, and insurance planning.

Call (503) 726-5963

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About

OnMark Asset Management operates as an SEC Registered Investment Advisor and fiduciary, providing personalized financial planning and wealth management services. The firm serves retirees, pre-retirees, and stewardship-minded individuals and families, offering customized strategies for investment growth, retirement income optimization, estate planning, wealth preservation, and insurance.

OnMark emphasizes values-based planning, transparent guidance, and long-term client relationships.

Fiduciary advisor with transparent, value-driven support

Values-based planning that aligns financial plans with personal beliefs

Certified Fund Specialist (CFS®) for custom portfolio construction

Long-term client relationships with ongoing support

Tailored advice customized to individual needs

Services

Personalized Investment Growth Strategies

Custom-fit portfolio construction with a Certified Fund Specialist (CFS®) tailored to individual needs.

Custom portfolio construction Certified Fund Specialist (CFS®) Tailored to individual or small business needs

Estate Planning and Wealth Preservation

Guidance on conserving and managing wealth, simplifying complex estate planning processes.

Wealth conservation Stewardship-focused guidance Simplified estate planning process

Customized Retirement Income Designs

Analysis of retirement distribution strategies and Social Security optimization to maximize lifetime income.

Retirement distribution strategy analysis Social Security optimization Written retirement plans

Financial Planning & Insurance Services

Comprehensive financial planning including insurance, budgeting, credit-debt management, and contingency preparation.

Insurance planning Budgeting assistance Credit-debt management Contingency planning

Credentials & Certifications

SEC Registered Investment Advisor

Certified Fund Specialist (CFS®)

FINRA BrokerCheck

Osaic Form CRS

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What types of clients does OnMark serve? +

OnMark serves retirees (401(k) rollovers, Social Security strategies, estate planning), pre-retirees (investment upgrades, financial planning), and stewardship-minded individuals (faith-based investment strategies).

What is OnMark's approach to financial planning? +

OnMark provides tailored advice, transparent guidance, values-based planning aligned with personal beliefs, and ongoing long-term support.

Does OnMark offer retirement income planning? +

Yes, OnMark offers customized retirement income designs that analyze distribution strategies and integrate Social Security optimization to maximize lifetime income.

Is OnMark a fiduciary? +

Yes, OnMark describes itself as a trusted fiduciary advisor and is an SEC Registered Investment Advisor through Osaic Advisory Services, LLC.

What certifications do OnMark advisors hold? +

OnMark advisors include a Certified Fund Specialist (CFS®).

Where is OnMark Asset Management located? +

OnMark is located at 525 3rd Street, Suite 241, Lake Oswego, OR 97034.

What states does OnMark serve? +

OnMark serves residents of AL, AZ, CA, ID, IA, NV, OR, TX, and WA.

Does OnMark provide estate planning services? +

Yes, OnMark offers estate planning and wealth preservation services to help clients conserve and manage their wealth.