Approach 2022-12-01T02:08:33+00:00

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

brian@willametteinvestmentadvisors.com
Securities and investment advisory services offered through Osaic Wealth member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
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