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Contact information

(503) 928-4412

Introductory Meeting

Finding the right advisor is like buying a pair of boots; if you plan to use them, make certain they fit.

Our introductory meeting is designed so you can see who we are, how we work, and what we believe. Typical meetings last about an hour, are complimentary, and there is no obligation to continue the conversation if you don’t like what you hear.

To schedule your meeting please call, email, or use our contact form and we will follow up with you promptly.

Your first step to better financial decisions.