Bonebrake Financial Planning & Wealth Management

Journey Tree Financial Planning & Investments is a financial services firm based in Eugene, OR, dedicated to helping clients navigate their financial journeys. They provide tailored investment strategies and comprehensive financial planning to meet the unique needs of individuals and families. With a focus on long-term growth and security, Journey Tree employs knowledgeable professionals who prioritize client education and empowerment. Their commitment to personalized service aims to foster lasting relationships built on trust and understanding. Generated from the website

Our Primary Purpose Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Orca Investment Management LLC, based in Roseburg, OR, is a fee-only registered investment advisory firm dedicated to providing straightforward investment solutions tailored to individual clients' needs. With a focus on stable long-term returns, the firm primarily invests in individual stocks, bonds, mutual funds, and ETFs, avoiding unnecessary complexity in portfolio management. Founded by Shawn Willard in 2003, Orca has grown to include a team of experienced investment professionals with a combined 140 years in the industry. The firm emphasizes a personalized approach, beginning with a discovery meeting to understand clients' unique situations and risk tolerances before recommending tailored investment strategies. Generated from the website