Lochner Wealth Management LLC
Lochner Wealth Management is a fee-only personal financial wealth management firm based in Portland, Oregon, dedicated to helping clients achieve their financial goals through a comprehensive and personalized approach to financial planning. Their services encompass various aspects, including investment strategies, retirement planning, estate planning, insurance, tax efficiency, and college planning, all tailored to align with clients' values and aspirations.
Led by Eric Lochner, a CERTIFIED FINANCIAL PLANNER with over two decades of experience, the firm emphasizes building strong, collaborative relationships with clients to create financial strategies that are straightforward yet effective. Lochner Wealth Management prides itself on providing thoughtful, organized financial guidance while maintaining a commitment to client success.
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