Customized Service

Our Story

Willamette Financial Advisors, LLC (WFA) is a Registered Investment Advisor (RIA) firm consisting of a team 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.

Suitability vs Fiduciary

How do you know if your Financial Advisor is a Broker or an Investment Advisor? Ask about credentials.

If the Advisor has a CFP® certification, you are on the right track.

CFP® practitioners must adhere to the Certified Financial Planning Board’s Code of Ethics and Professional Responsibility. This entails adherence to the highest principles and standards, which includes a Fiduciary Standard. In addition, CFP® practitioners must take 30 hours of continuing education courses every 2 years, including 2 hours of ethics continuing education.

There are two types of Financial Advisors offering services to the public: Suitability and Fiduciary. The following chart highlights the key differences between the two types of Financial Advisors.

Your Team

Steve Dunne, PhD, MBA, CFP®
CEO, Co-Founder, Principal Member
Ron Barry, PhD, CFP®
Chief Operations Officer, Chief Financial Officer, Co-Founder, Principal Member
Jim Jones, CFP®
Chief Compliance Officer & Principal Member
Dana Gardner
Financial & Investment Advisor
Steve Silver, CFP®, CDFA, CLU
Financial & Investment Advisor
Rich Steronko
Financial & Investment Advisor
Janie Selby
Operations & Compliance Officer, Financial ParaPlanner Qualified Professional FPQP®
Elizabeth Barry
Advisor Associate
Olu Dada
Advisor Associate, Financial ParaPlanner Qualified Professional FPQP®
Steve Beard
Advisor Associate Intern

Why Us?

  • Fee Transparency

    The Independent Advisors affiliated with Willamette Financial Advisors receive payment for their services in one or more methods. Fees can be charged by the hour, by a fixed fee or annual retainer, or as a percentage of wealth assets under managements.

    Our independent Advisors provide a full disclosure of all fees associated with any services prior to, or upon, entering a professional relationship with the clients.

  • Clients First

    Willamette Financial Advisors, LLC is committed to providing our clients with the highest level of client service and support. If you have any questions or concerns about the services or advice you are receiving from our firm or your advisor, please do not hesitate to contact us at: This email address is being protected from spambots. You need JavaScript enabled to view it. or 503-747-0306. One of our Principal Members will contact you within 48 hours.
  • The Fiduciary Difference

    Willamette Financial Advisors, LLC prides itself on offering you advice based on a Fiduciary Standard. No one pays us but you, and we serve no interests but yours. Meeting your financial goals depends on the ability to respond effectively to your current and changing needs, and Willamette Financial Advisors, LLC is committed to helping you do just that.
  • Collaborative Services

    Collaborative Services with Other Professionals is a value-added service that Willamette Financial Advisors provides to our clients. We will work with other professionals to assist our clients with comprehensive life planning.
  • Credentials and Qualifications

    WFA’s Advisors consist mainly of Certified Financial Planners™ (CFP® professionals) and Advisors in pursuit of this certification. We are not strangers to advanced educational degrees and certifications, such as CFP®, MBA, PhD, CLU®, and CDFA™ – these are all represented on our Advisory Team! These additional degrees, certifications, and designations ensure that our clients’ needs are being met and their expectations are best fulfilled.
  • Our Philosophy

    Our philosophy is simple: it is our responsibility to help you make the best financial decisions possible. Adherence to this philosophy requires a holistic understanding of your financial resources and goals, and a consideration of any perceived risks that may derail your objectives.

Our Clients

We serve a diverse group of clients, from 20-somethings to retirees. What they share in common: An insistence on trustworthy, expert advice with no strings attached.
  • Individual investors, state and federal employees, individuals and families ranging from beginning to high net worth investors.
  • Business owners, who seek both guidance through a liquidity event and a partner in managing their wealth.
  • Nonprofit organizations, which require expert, objective investment advice in order to achieve their goals.

Strategic Alliances

TD Ameritrade provides investing and trading services for 11 million client accounts that total more than $1 trillion in assets, and custodial services for more than 6,000 independent registered investment advisors. With clients placing, on average, approximately 500,000 trades each day, it maintains the leadership position it assumed when founder Joe Ricketts opened his doors in Omaha, NE, in 1975.
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Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, they are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors.
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ProCirrus maintains industry best practices for the protection of data. ProCirrus undergoes annual SOC I and II Type 2 audits performed by a certified third party that document our security and operational policies and confirm that they are actually in enforced.
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Complimentary Financial Health Review

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

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