Advanced Wealth Management

Silver Oak Advisory Group is an independent, fee-only financial advisory firm based in Portland, Oregon, that has been providing comprehensive financial planning services since 1991. With a long-term perspective, they strive to build lasting relationships with their clients, offering unbiased guidance and educating them on personal finance fundamentals. By implementing efficient investment strategies, emphasizing diversification, and keeping costs low, Silver Oak Advisory Group's holistic and pragmatic approach has weathered market cycles and life events, serving as a solid foundation for their clients' financial well-being for decades to come.Generated from the website

LPL Financial in Canby, OR is a registered investment advisor and financial firm that offers a wide range of services to help individuals pursue their financial goals. With a team of skilled professionals, they provide personalized financial planning, insurance, investing, retirement, estate planning, and wealth preservation solutions. Through their website, clients can access a wealth of information, including newsletter articles, calculators, and research reports, to gain a better understanding of financial concepts and market performance. Committed to helping clients make informed decisions, LPL Financial aims to provide value by offering fast and easy access to market data and performance. They strive to educate individuals about the basic concepts of financial planning and the benefits of working with skilled professionals. With a focus on proactive approaches to personal financial situations, LPL Financial is dedicated to helping clients pursue their financial destination.Generated from the website

With so many financial advisors out there, why work with Laurus Financial Group, LLC? What sets us apart from other firms out there? For nearly two decades, we’ve been serving clients throughout Vancouver and across the country—and more often than not, those clients have stayed with us. That’s because we offer a more personal approach to wealth management, not only in the way we customize our financial plans, but in the way we interact with our clients.