Buckingham Strategic Wealth

Pacific Coast Investment Advisors, based in Lake Oswego, OR, is an independent Registered Investment Advisor (RIA) that prioritizes fiduciary responsibility, ensuring their clients receive financial advice that is always in their best interest. With over 15 years of experience, their team specializes in personalized wealth management, investment portfolios, and comprehensive financial planning tailored to meet the unique goals of each client. As a Fee-Only advisor, Pacific Coast eliminates conflicts of interest by solely relying on the fees charged for their services, ensuring transparency and independence in their advice. Committed to cultivating strong client relationships, they guide individuals through life's financial challenges while actively managing their investments for long-term success. Generated from the website

Johnson Bixby & Associates LLC, located in Vancouver, WA, is dedicated to helping individuals, couples, and families realize their financial possibilities through comprehensive financial planning and ongoing advice. Their team of expert financial planners offers services such as retirement planning, tax strategies, and estate legacy planning, ensuring that clients can make informed decisions throughout various life stages. With a focus on empathy and expertise, Johnson Bixby prioritizes proactive financial planning and portfolio management, fostering long-term relationships with clients. The firm is committed to guiding clients in navigating life's complexities, empowering them to achieve their goals and live their best lives. Generated from the website

Often, when we meet with a prospective client for the first time, there’s 2 questions we’re most commonly asked: The first question is: What makes Steinberg Investment Group a good choice from other wealth management firms, and the second question is typically: Who is Steinberg Investment Group best suited for. What’s an ideal client look like for us? Regarding what makes us a good choice, it really comes down to our people, our practice, and our process. Our people, have all the credentials you would expect, a real passion for what we do, and an incredible sense of purpose.