Portland, OR

Are you looking for a financial advisor in the Portland, Oregon, area? We know you have many choices of financial planning firms in Portland, and we want you to understand what makes us different. 

We are CFP® certified.

Our advisors are Certified Financial Planners®, have the education and experience requirements and passed the rigorous examination to earn the CFP® designation. Advisors who are CFP® certified must adhere to specific ethical standards, including the fiduciary standard, a legal and moral duty we take seriously. This standard requires that our financial advisors put our client's best interests ahead of their own when providing financial advice and making recommendations.
team members

Meet Our Team

Our CFP® Professionals

Dale Hadley
Dale W. Hadley

CFP®

505-346-3434

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Fred King
Fred King

CFP®

503-292-5853

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SCOTT L. MAXWELL, CFP® Portland, OR
Scott L. Maxwell

CFP®

503-292-5853

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James Sager
James Sager

CFP®, ABFP™

503-445-1911

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Jessica Tierney

CFP®, CDFA®, QKA®

503-292-5853

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Additional Information

  503-292-5853

  3395 SW Garden View Ave
Portland, OR 97225

We Look Forward to Hearing From You!

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