Palladio Consulting LLC

Dedicated Guidance for the Special Needs Family

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

5.0

★★★★★

1 reviews

Special needs financial planning firm helping families secure the long-term financial future of a child with an intellectual or developmental disability.

Call (503) 928-3229

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About

At Palladio Consulting LLC, we understand that ensuring the long-term financial security of a child with an intellectual or developmental disability (I/DD) requires careful planning, specialized expertise, and a coordinated approach. Families navigating these complexities need more than just financial advice—they need a trusted partner to oversee and integrate every aspect of their child's financial future. W

e provide a comprehensive, family office-style service, managing the intricate financial, legal, and strategic considerations that come with securing the best possible future for your child. From investment and trust management to navigating government benefits, tax planning, and estate strategies, we offer the expertise and guidance necessary to protect your family's financial legacy while preserving essential support systems for your child. With years of experience helping special needs families and the professionals who support them make informed, strategic planning decisions, we provide a concierge-level partnership—ensuring every detail is handled with care, foresight, and a deep understanding of what's at stake.

Exclusively focused on special needs families — not part of what they do, it's ALL they do

Over 3,500 families trusting them with special needs planning

Concierge-level partnership ensuring every detail is handled with care, foresight, and deep understanding

Family office-style service managing financial, legal, and strategic considerations in a coordinated approach

Active community involvement supporting local organizations and missions

Services

Special Needs Financial Planning

Comprehensive financial planning for families with a child who has an intellectual or developmental disability, spanning two generations.

Investment Advisory Services

Tailored investment strategies designed to protect and grow wealth while securing the future of a loved one with special needs.

Government Benefits Planning

Guidance through government programs such as SSI, SSDI, Medicaid waivers, Medicare special needs plans, HUD Housing Assistance, and SNAP Food Benefits.

Tax Planning And Estate Design

Structuring special needs trusts and navigating complex tax considerations to protect and preserve wealth for future generations.

Settlement Planning

Expert guidance to structure financial settlements in alignment with broader financial goals while protecting eligibility for government benefits.

ABLE Account Strategies

Helping families establish and best utilize ABLE Accounts as part of a broader financial strategy to complement trusts, investments, and government benefits.

Credentials & Certifications

Registered Investment Adviser (RIA)

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What is special needs financial planning? +

Special needs financial planning is a comprehensive approach to securing the long-term financial future of a child with an intellectual or developmental disability, integrating investment, trust, tax, government benefits, and estate strategies.

Who is special needs financial planning for? +

Special needs financial planning is for anyone responsible for the lifetime care and support of a loved one experiencing a developmental, intellectual, or physical disability.

What government benefits does Palladio Consulting help with? +

Palladio Consulting guides families through Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Medicaid waivers, Medicare special needs plans, HUD Housing Assistance, and SNAP Food Benefits.

What is an ABLE Account and how does it help? +

An ABLE Account is a tax-advantaged savings account that helps disabled individuals maintain eligibility for public benefits like SNAP, Medicaid, and SSI, while allowing qualified distributions for everyday disability-related expenses.

How does settlement planning protect benefits? +

Settlement planning structures financial settlements carefully to protect eligibility for means-tested government benefits like SSI, SSDI, and Medicaid, connecting clients with special needs trust attorneys to draft protective trust language.

What makes Palladio Consulting different? +

Palladio Consulting focuses exclusively on assisting families in the disability community with planning for the future. Over 3,500 families trust them, and they provide concierge-level partnership handling every detail with care and foresight.

What is the special needs planning process? +

The process spans four phases: Discovery, Special Needs Financial Plan, Implementation and Action, and Client Review, coordinating with attorneys, CPAs, and other professionals.

Where is Palladio Consulting located? +

Palladio Consulting LLC is located at 525 3rd Street Suite 200, Lake Oswego, Oregon 97034.