
Willamette Financial Advisors LLC (By Appointment Only)
Willamette Financial Advisors, LLC, founded in 2014, is an independent, fee-based registered investment advisory firm located in Portland, Oregon. The firm offers comprehensive financial services, including financial planning, investment management, retirement planning, estate planning, education funding, and corporate retirement solutions. Emphasizing a client-first philosophy, Willamette Financial Advisors operates as a fiduciary, ensuring that clients’ best interests are prioritized. The firm manages approximately $131.5 million in assets across 687 accounts, serving a diverse clientele. Operating from their office at 6650 SW Redwood Lane, Suite 310, Portland, OR 97224, the firm is committed to providing personalized advice and world-class service to help clients achieve their financial goals.