Willamette Investment Advisors

Welcome to Willamette Investment Advisors, where we are dedicated to providing personalized financial and investment plans for individuals, families, and business owners. We understand that everyone's financial situation and goals are unique, which is why we take the time to understand your specific circumstances before creating a plan tailored to your needs. Our experienced and unbiased financial advisors build relationships with our clients, so your long-term financial plans can evolve as your situation changes. We are committed to upholding the highest ethical and fiduciary standards, ensuring that you receive the focused attention and reflective thought of a seasoned investment professional in establishing the goals and objectives of your accounts.

Our team is led by Brian Robertson, a Financial Advisor with a degree in Business Economics from Willamette University and an Accredited Asset Management Specialist designation from the College for Financial Planning. Brian has been a financial advisor since 2005 and is active in the Corvallis community, serving on the board of directors and the finance committee for the Boys and Girls Club of Corvallis.

Our Services

At Willamette Investment Advisors, we offer a range of services designed to help you achieve your financial goals, including:

• Portfolio Analysis and Reviews: We will analyze your current portfolio and provide regular reviews to ensure it remains aligned with your financial goals and risk tolerance.
• Investment Management: Our team will manage your investments and continually monitor them to ensure they are performing as expected.
• 401(k) and PERS Review and Analysis: We will review and analyze your 401(k) and PERS plans to ensure they are optimized for your financial goals.
• Risk Tolerance and Asset Allocation Reviews: We will assess your risk tolerance and create an asset allocation plan that aligns with your goals and risk tolerance.
• Retirement Planning: Our team will work with you to create a comprehensive retirement plan that takes into account your financial goals, risk tolerance, and anticipated retirement expenses.
• College Education Funding: We will help you create a plan to fund your children's or grandchildren's college education, taking into account your financial goals and risk tolerance.

Our Approach

We generally work on a fee basis, which offers several advantages, including no commissions, no conflict of interest regarding advisor compensation, and no sales pressure. This makes us an objective partner in managing your investments and achieving your financial goals. We maintain a forward-looking investment process that is focused on long-term trends in the global financial marketplace, allowing us to make informed decisions about your investments.

At Willamette Investment Advisors, we are truly Invested in our Clients' Success. We invite you to explore our website and discover how we can help you achieve your financial goals. Please note that the information on our website is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore, some of the services mentioned may not be available in your state, and if not, the information is not intended for you.