Equilibrium Capital Group, LLC

Baker Ellis Asset Management, established in 2002, focuses on delivering independent wealth management services to a diverse clientele that includes individuals, trusts, and corporate clients across North America and internationally. Their investment philosophy centers on value, diversification, and a long-term strategy, informed by comprehensive financial planning. The firm boasts a collaborative investment team with diverse qualifications, including MBAs, Chartered Financial Analysts, and Certified Financial Planners who collectively contribute to innovative investment strategies and effective client solutions. Committed to fostering financial peace of mind, Baker Ellis seeks to invest in robust businesses led by shareholder-friendly management. Generated from the website

Multnomah Group is a retirement plan consulting firm based in Portland, Oregon. Their team of dedicated professionals brings diverse backgrounds and experience to provide comprehensive retirement plan consulting, investment consulting, plan management, fiduciary governance, and personal financial planning services. With a collaborative approach to client service, Multnomah Group ensures that retirement plan sponsors have access to the best resources within their organization. As a leading retirement plan consulting firm, Multnomah Group is committed to helping clients create and maintain successful retirement plans. Their team includes managing principals, chief investment officers, retirement plan consultants, investment analysts, financial advisors, and compliance officers, among others. With a focus on delivering high-quality services and expertise, Multnomah Group strives to assist clients in achieving their retirement goals and ensuring fiduciary compliance.Generated from the website

Visit our office today located in Portland, OR. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.