About Us

Willamette Financial Advisors, LLC (WFA) is a Registered Investment Advisor (RIA) firm consisting of a group of financial advisors dedicated to providing financial planning and strategic investment management.  Simply put, we strive to be our client’s trusted advisor.  Our primary focus is to provide unbiased opinions designed to mediate risk and achieve long term investment results consistent with our clients’ financial goals.

WFA Advisors strive to accomplish this with the highest levels of trust, integrity and respect, while always collaborating using a team approach.  We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Investment Advisory Services, Financial Planning, and Wealth Management Services offered though Willamette Financial Advisors, LLC, an Registered Investment Advisor in the states of California, Idaho, Oregon, Tennessee, and Washington.
Securities also are offered through Centaurus Financial, Inc., member of FINRA and SIPC.
Willamette Financial Advisors, LLC and Centaurus Financial, Inc. are not affiliated. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.• 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97034 • (503) 747-0306.

 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved