Palm Wealth Management

Orca Investment Management LLC, based in Roseburg, Oregon, is a fee-only registered investment advisory firm dedicated to providing straightforward investment strategies that prioritize long-term returns for individual investors. With a focus on simplicity, the firm specializes in core portfolios consisting of individual stocks, bonds, mutual funds, and ETFs, ensuring that clients receive tailored financial solutions without unnecessary complexity. Founded by Shawn Willard in 2003, Orca has grown from a small operation to a team of over six investment professionals, leveraging a combined 140 years of experience in the investment management industry. The firm emphasizes a client-centered approach, beginning with a discovery meeting to understand each client's unique situation and risk tolerance, followed by personalized portfolio management and support. Generated from the website

Your financial advisor in Coos Bay will work with you to create tailored wealth management strategies. Find a financial advisor near you.

While some of our advisors focus on helping individuals pursue their retirement goals or help people through financial transitions, others are helping companies manage their 401k, IRA’s, and 403b by lowering costs and providing local service. We do this by making every effort to maximize their return while lowering their risk. In the long run this too will help people retire, follow their passions and goals, give back to their community and make a difference.