The Willamette Investment Advisors Approach

We offer the following services:

  • Portfolio Analysis and Reviews
  • Investment Management
  • 401(k) and PERS review and analysis
  • Risk Tolerance and Asset Allocation Reviews
  • Retirement Planning
  • College Education Funding

We generally work on a fee basis, which offers the following advantages:

  • No commissions
  • No conflict of interest regarding advisor compensation
  • No sales pressure

This makes us an objective partner in your financial success, guided by your goals and not influenced by commissions.

520 NW Oak Ave, Suite A
Corvallis, OR 97330

(541) 758-8090 phone
(888) 758-8090 toll-free
(541) 758-8099 fax
Contact Us
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