Willamette Financial Advisors, LLC (By Appointment Only)

Navigating Your Financial Future

Financial planner in Portland, OR (show on map)

5.0

★★★★★

2 reviews

A fee-based Registered Investment Advisor and fiduciary wealth management firm serving individuals, families, and businesses nationwide from Portland, OR.

Call (503) 747-0306

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About

Willamette Financial Advisors, LLC (WFA) is a fee-based Registered Investment Advisor (RIA) registered with the SEC and a CFP® Board certificant firm. Founded in 2015 and headquartered at 6650 SW Redwood Ln, Suite 310, Portland, Oregon 97224, the firm serves individuals, families, and businesses nationwide.

WFA operates under an unconditional fiduciary standard, meaning we are legally and ethically required to put client interests above our own at all times. The firm is independent and not affiliated with any broker-dealer, and our compensation is fully disclosed upfront with no hidden incentives. We offer a complimentary initial consultation and focus on building long-term, client-centered relationships. Our team brings over 30 years of combined financial planning experience, and we celebrate diversity in our progressive firm culture.

Unconditional Fiduciary Duty — legally required to act in your best interest at all times

Fee-Based Transparency — fully disclosed compensation with no hidden incentives

CFP® Board Certificant — rigorous education, examination, experience, and ethics requirements

Registered Investment Advisor (RIA) with the SEC

Independent — not affiliated with any broker-dealer

No products to sell, no quotas to meet — only your financial wellbeing to serve

30+ years of combined financial planning experience

Real relationship — work with a select number of clients so every relationship receives genuine attention

Services

Comprehensive Financial Planning

A complete picture of your financial life — cash flow, insurance, taxes, retirement, and estate — integrated into a single, coherent strategy tailored to your goals.

Cash flow analysis Insurance review Tax planning integration Retirement planning Estate planning coordination

Investment Management

Disciplined, evidence-based portfolio construction aligned with your time horizon and risk tolerance. We are fiduciaries in every investment decision.

Evidence-based portfolio construction Fiduciary investment decisions Risk tolerance alignment Time horizon consideration

Retirement Planning

Detailed modeling of retirement income, Social Security optimization, Medicare planning, and withdrawal strategies designed to make your savings last.

Retirement income modeling Social Security optimization Medicare planning Withdrawal strategies

Tax Planning

Proactive tax-efficient investing, Roth conversion analysis, tax-loss harvesting, and coordination with your CPA to minimize your lifetime tax burden.

Tax-efficient investing Roth conversion analysis Tax-loss harvesting CPA coordination

Estate Planning Coordination

Work alongside your estate attorney to ensure your financial plan and estate documents are aligned — beneficiary designations, trusts, and wealth transfer strategies.

Beneficiary designation review Trust coordination Wealth transfer strategies Estate document alignment

Corporate Retirement Solutions

401(k), 403(b), and SIMPLE IRA plan design, investment menu selection, and employer fiduciary consulting — helping businesses offer world-class retirement benefits.

401(k) plan design 403(b) plan design SIMPLE IRA plan design Investment menu selection Employer fiduciary consulting

Credentials & Certifications

Registered Investment Advisor (RIA)

Since 2015

SEC Registration — CRD #173482

Since 2015

CFP® Board Certificant

Fiduciary Standard (CFP Board)

Reviews

Rating

★★★★★

Reviews

"They have "incredible" work ethic."

Frequently Asked Questions

What makes Willamette Financial Advisors a fiduciary firm? +

As both a CFP® certificant and a Registered Investment Advisor, Willamette Financial Advisors is held to the fiduciary standard in all circumstances, meaning we are legally and ethically required to put your interests above our own at all times.

What is the difference between a fiduciary advisor and a broker-dealer advisor? +

A fiduciary advisor is legally required to act in your best interest and disclose all conflicts of interest, while a broker-dealer advisor only needs to recommend 'suitable' products and may receive commissions from product sales. Fiduciaries must recommend the best available option, whereas broker-dealers are subject to a lower suitability standard.

What services does Willamette Financial Advisors offer? +

The firm offers Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning, Estate Planning Coordination, Corporate Retirement Solutions, Education Funding, and Small Business Owner Planning.

How does the firm's fee-based compensation work? +

Willamette Financial Advisors is a fee-based firm with fully disclosed and transparent compensation. There are no hidden incentives, no products to sell, and no quotas to meet — only your financial wellbeing to serve.

Is there a cost for the initial consultation? +

No, the firm offers a complimentary initial consultation to discuss your financial goals and how they can help. There is no obligation and no pressure — just a conversation.

Where is Willamette Financial Advisors located and who do they serve? +

The firm is located in Portland, Oregon at 6650 SW Redwood Ln, Suite 310, and serves individuals, families, and businesses nationwide.

What is the firm's approach to working with clients? +

The firm follows a client-centric approach that begins with listening, not presenting. Every financial plan is shaped entirely by the client's goals, family, timeline, and definition of a good life. The process includes discovery, analysis & planning, implementation, and ongoing review.

What credentials does the firm and its advisors hold? +

The firm is a Registered Investment Advisor (RIA) with the SEC (CRD #173482), a CFP® Board certificant, and fee-based. Advisors hold CFP® certification, and the firm has over 30 years of combined financial planning experience.