Independent | Fiduciary
Wealth Management

Located in Lake Oswego, OR.
Willamette Financial Advisors, LLC honors and celebrates diversity. We welcome persons of every race, language, ethnicity, origin, ability, sexual orientation, gender expression, marital status, and life situation.


Our dynamic approach is unique, comprehensive and built for you.


A distinctive approach based on our qualifications, experience and expertise.


We work in concert with other experts such as attorneys and CPAs to develop your plan.


We customize your plan to give you piece of mind that your distribution strategy will be effective over the long term.

As a fiduciary, we provide independent, unbiased advice.

As an independent, fee-based financial services firm, Willamette Financial Advisors, LLC (“WFA”) has no allegiance to any product or investment company. We pride ourselves on offering you advice based on a Fiduciary Standard. No one pays us but you, and we serve no interests but yours.

Our Company

Wealth Management built for you.

Planning for your financial future is not a one time activity. It's a process that spans a lifetime and encompasses all the changes that living brings. Meeting your financial goals depends on the ability to respond effectively to those changing needs, and Willamette Financial Advisors, LLC (WFA) is committed to helping you do just that.

Our Services


Years of investment experience

Get a complimentary financial review

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Our Partners