Fee-Based | Fiduciary | CFP®

Independent RIA

Serving the Portland, Oregon metro area and beyond

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.
Independent RIA

Financial Advisors










Personalized Advise from trusted advisors
Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.
  • Independent
  • Fiduciary
  • Fee-Based
  • A CFP® Professionals Firm
  • Client-First Philosophy
  • Comprehensive
  • Advice that Serves You

Strategic Alliances

We partner with innovative companies to help benefit your financial future.

Our Inspiration.

We're Proud to be a Fee-Based Financial Advisory Firm.

"Price is what you pay. Value is what you get."

Warren Buffett