Willamette Financial Advisors, LLC offers advice based on a Fiduciary Standard and adheres to the Certified Financial Planning Board’s Code of Ethics and Professional Responsibility. We only act in our clients’ best interest. WFA does not accept any fees or compensation based on product sales.
Where is clients’ money kept?
As a RIA, we do not custody or possess any securities or funds for any of our clients. All funds and securities are held with the custodians that we partner with.
What is your investment approach?
We work with you to understand you needs, goals and risk tolerance. Based upon that information, we create a set of recommendations that fit your unique circumstance. We monitor and adjust the plan along way, taking into account your needs as they evolve over time.
How is my privacy protected?
We partner with ProCirrus Cloud Technologies. ProCirrus maintains industry best practices for the protection of data. They undergoes annual SOC I and II Type 2 audits performed by a certified third party that document their security and operational policies and verify that they are effectively enforced. ProCirrus continually monitors our systems at the highest levels and standards in the industry.
How do I get started?
Click on contact us and one of our advisors will contact you within 48 hours.
How do I move my assets?
Click on contact us and one of our advisors will contact you within 48 hours to schedule a complimentary consultation to review your goals, needs and assets, and to determine the appropriate steps needed in order to transfer your funds.
Free Financial Review
We offer a complimentary review meeting to describe our services, and to see if our services are right for you.