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Willamette Investment Advisors is a financial advisory firm that provides personalized investment and financial planning services to individuals, families, and business owners. We take the time to understand each client's unique financial position, personal preferences, risk-tolerance, and investment objectives to help them pursue their goals. Our experienced and unbiased financial advisors build relationships with clients to adjust long-term financial plans as situations change. We are committed to providing personalized financial advice while upholding the highest ethical and fiduciary standards.
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PLC Asset Management is an investment consulting and retirement planning practice based in Bend, Oregon. Our mission is to help clients achieve and maintain financial independence regardless of market condition. Our unique investment strategy makes every decision from a foundation of risk management. We offer securities and advisory services through LPL Financial, LLC, a Registered Investment Adviser. With more than twenty five years as an independent investment professional, we have a proven track record of solving complex problems and protecting and growing wealth. We cater to individuals residing in the states of OR, WA, CA, AZ, TX, ID, NY & VA.
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