Customized Service

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.

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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