Working with a local advisor has countless advantages.
All PDXFAN financial planners live in the greater Portland, Oregon area.
We operate our businesses here, raise our families here, and participate actively in our communities here. Consequently, we know and love this region, understand its wonderful benefits, and unique challenges.
We are part of the local professional community.
Your financial life includes a host of other professionals, such as accountants, attorneys, insurance agents, realtors, and mortgage brokers. Having all of these professionals work closely together results in better financial and personal outcomes. Since we are all local to the Portland area, we have developed relationships with many other professionals over our careers.
Our clients are real people, and we put their interests first.
We meet with our clients face-to-face, run into them at community events, and often get to know their families. The better we know our clients, the more effective financial counselors and planners we become. Over time, we develop a personal relationship with each other that is based on trust, honesty and outstanding results.
All of these characteristics set us apart from our competitors–not only from major brokerage firms and investment companies but also from other independent financial advisors.
We’ve developed high levels of skill, knowledge, and professional certification.
Because each of us is a Certified Financial Planner™ professional, you can be sure that we have achieved a high standard of professional education, adhere to a stringent code of conduct and standards of practice, and are committed to strict ethical requirements governing professional engagement with our clients.
We have also developed strong expertise in investment, tax and retirement planning, which gives us the knowledge necessary to help you make the wisest choices for your long-term investments.
Additionally, we’ve come to know and understand many of the local employers, such as Nike or Intel. Being familiar with employer-specific benefits is an expertise developed by being part of the local planning environment.