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.

Financial Planning, Investment Advisory, and Wealth Management Services offered through Willamette Financial Advisors, LLC, an independent Registered Investment Advisor with the United States Securities and Exchange Commission (SEC).  This registration does not constitute an endorsement of Willamette Financial Advisors by the SEC, nor does it indicate that the Advisor has attained a particular skill or ability. • 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97035 • (503) 747-0306.


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