At Silver Oak Advisory Group, we help people make financial decisions that support their life goals. We take the long view, implementing financial strategies that can help weather the ups and downs of the investment markets and creating long-lasting relationships with our clients. We have served the community as an independent, fee-only financial advisory firm in Portland, Oregon, since 1991.
We believe that a fee-only approach is the best way to mitigate the inherent conflicts of interest that plague the industry. Our client relationships are built on a foundation of trust earned through working to understand the goals, values and circumstances of each individual. We strive to educate clients on the fundamentals of personal finance through ongoing coaching and an open-door approach. Our investment portfolios are built around the efficiency of the financial markets, the benefits of diversification and the value of keeping investment costs low.
Our holistic and pragmatic approach has endured many market cycles and life events, and will continue to serve as a solid foundation for our clients for many decades to come, as they experience all that life has to offer.
"I get to help clients discover the key ingredients to their most fulfilling lives and be a partner in organizing their finances accordingly."