Thimbleberry Financial

Virtual Financial Planning for Tech & Healthcare Professionals

Financial planner in Portland, OR (show on map)

4.0

★★★★☆

3 reviews

Independent financial advisory firm specializing in personalized financial planning for healthcare and tech professionals.

Call (503) 610-6510

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About

Thimbleberry Financial is an independent financial advisory firm founded in 2016 by Amy Groshong Walls. The firm specializes in virtual financial planning services for healthcare and tech professionals, offering fiduciary-based advice, retirement income planning, college savings strategies, RSU management, and estate planning.

The team operates as a small, dedicated group of specialists who work closely with clients to develop personalized financial plans. The firm partners with Cambridge Investment Research as its Broker/Dealer and Registered Investment Advisory firm, and Amy holds CFP®, RICP®, and CRPC® credentials.

Fiduciary standard - legally bound to act in clients' best interests

Independent firm - not tied to any investment or insurance product providers

Small team approach - clients work with the same small group of trusted professionals

Specialized focus on healthcare and tech professionals

Virtual/remote financial planning services

Partnership with Cambridge Investment Research (10-time Broker-Dealer of the Year honoree)

Services

Financial Planning

Comprehensive financial planning including retirement, college savings, estate planning, and life event planning.

Fiduciary advice Personalized plans Ongoing support

Retirement Income Planning

Specialized retirement income strategies including RSU management and retirement readiness assessments.

RSU strategy Income distribution planning Retirement readiness

Investment Management

Objective investment advice and wealth management strategies through Cambridge Investment Research.

Fiduciary standard Independent advice Quality products via Cambridge

College Savings Planning

Strategies for saving for children's or grandchildren's college education.

529 plans Savings strategies Tax-advantaged options

Credentials & Certifications

CFP® (CERTIFIED FINANCIAL PLANNER™)

Since 2003

RICP® (Retirement Income Certified Professional)

CRPC® (Certified Retirement Planning Counselor)

Cambridge Investment Research Partnership

Since 2016

Reviews

Rating

★★★★☆

Reviews

"She and her entire team are professional, trustworthy, warm and personable."

Frequently Asked Questions

What is an investment fiduciary? +

An investment fiduciary is a financial professional legally bound to act in the best interest of their clients. Thimbleberry Financial acts as a fiduciary, making decisions in clients' best interests.

What is Cambridge Investment Research? +

Cambridge Investment Research is an independent, privately controlled Broker/Dealer and RIA firm based in Fairfield, Iowa, partnering with over 3,000 advisors in all 50 states since 1981. They do not own or manage investment, insurance, or banking products.

Who does Thimbleberry Financial serve? +

Thimbleberry Financial specializes in serving healthcare professionals and tech professionals with personalized financial planning and investment management.

What credentials does Amy Groshong Walls hold? +

Amy holds CFP® (CERTIFIED FINANCIAL PLANNER™), RICP® (Retirement Income Certified Professional), and CRPC® (Certified Retirement Planning Counselor) credentials.

Is Thimbleberry Financial independent? +

Yes, Thimbleberry Financial is an independent financial firm under Amy Groshong Walls' direction. She is an independent business owner, not an employee of an investment or financial services firm.

What is the firm's approach to financial planning? +

Thimbleberry Financial takes a simple, personalized approach: getting specific, creative, and real with clients. They spark thoughtful questions, listen intently, and arm clients with information to make informed decisions.

How does the firm handle fiduciary obligations? +

Thimbleberry Financial adheres to strict fiduciary standards, making recommendations based on clients' best interests. They work independently and are transparent about their fiduciary role.

What services does Thimbleberry Financial offer? +

Services include comprehensive financial planning, retirement income planning, investment management, college savings planning, estate planning, and guidance on restricted stock units (RSUs).