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Our Team

A higher level of advice.

We’re not big on talking about ourselves — what you have to say is a lot more important. But for those of you who don’t know us, it might be helpful if we step out into the light for a moment and give you a better idea of who we are (as people, not financial advisors), what drives us (your goals), our passion for Portland, and why you may want to work with us (we’re independent, fee-only, fiduciaries, and nice folks). After this, it’s all about you.