Welcome to Willamette Investment Advisors
We work one-on-one with individuals, families, and business owners to create personalized financial and investment plans. Whether you are in the accumulation, distribution, preservation, or transfer-of-wealth stage in life, we take the time to understand your unique financial position, personal preferences, risk-tolerance, and investment objectives to help you pursue your goals.
Our experienced and unbiased financial advisors build relationships with you so your long-term financial plans can adjust as your situation changes. In the case of advisory services, our financial advisors act as a fiduciary by continually monitoring your investments, your changing financial situation, and always act in your best interest.
Our Goal is to:
Provide personalized financial advice while upholding the highest ethical and fiduciary standards.
Ensure that you receive the focused attention and reflective thought of a seasoned investment professional in establishing the goals and objectives of your accounts.
Maintain a forward-looking investment process that is focused on long-term trends in the global financial marketplace.
Act in your best interest.
We invite you to explore our website and discover how Willamette Investment Advisors is truly Invested in our Clients’ Success. Check the background of this professional at FINRA’s Broker Check.