Lake Oswego's Retirement and Wealth Management Firm — Here Since 1987

Your retirement shouldn't be managed from a call center two states away. Our office has been in Lake Oswego since 1987, and the advisors you meet with are the same people who pick up the phone.

Rooted in Lake Oswego, Not Just Licensed There

Most financial firms list Lake Oswego as a service area. We're headquartered here — on Kruse Way in the Centerpointe corridor, a short drive from the Lake Oswego business district and the neighborhoods along the Willamette River. We've worked with Lake Oswego families through multiple market cycles, tax law changes, and retirement transitions spanning nearly four decades. That kind of local continuity is difficult to replicate and impossible to fake.

We understand the financial picture of this community — the longtime homeowners, the business owners approaching the exit, the retirees who want their income to outlast their mortgage payoff party. If you've been looking for a fiduciary financial advisor near Lake Oswego who actually knows the territory, you've found the right office.

Three Ways We Help Lake Oswego Clients Build Financial Confidence

We organize our work into three service areas so you always know what we're doing and why.

We build portfolios using Modern Portfolio Theory through three vetted money managers — Matson Money, Efficient Advisors, and Index Fund Advisors. No proprietary products, no hidden incentives. Just a disciplined, evidence-based approach to growing and preserving what you've built.

Retirement income doesn't replace itself. Our proprietary Replace Your Paycheck framework — including the 25/4 Rule and a published workbook — gives clients a clear, structured method for turning accumulated savings into a paycheck that lasts. This is the work we're most known for in Lake Oswego, and for good reason.

How you draw down your assets matters as much as how you grew them. We coordinate investment decisions with retirement distribution strategy and tax planning so you're not leaving money on the table at withdrawal time.

Start With the Replace Your Paycheck Workbook

Not ready to schedule a call yet? Download our free workbook and start mapping out what a retirement paycheck could look like for you. It's the same framework we use with clients in our Lake Oswego office — plain-English, practical, and built around your actual numbers.

Ready to Talk With a Local Advisor?

We've been having these conversations with Lake Oswego families for nearly 40 years. If you'd like to sit down and talk through where you are and where you want to be, we'd welcome the meeting.