Find financial planners in Portland

We are committed to providing our clients with comprehensive, smart financial planning, objective investment management, socially responsible investing, wealth management, and timely retirement guidance and planning. Benefit from our fiduciary responsibility as we help you make wise financial decisions and plan for life's events so you can move forward

At WealthSmith Financial Planning we offer Investment, Financial Planning and Retirement Planning services to Individuals and Business Owners. We design and implement the appropriate financial plan for Small Business Owners and Individuals to meet their desired goals. We stay with you as a financial resource from the beginning of the process to the

To expand public awareness of the likelihood of disability occurring among the working population;. To increase public knowledge about the financial hardship that disability can have on wage earnersand their families;. To demonstrate the value of planning responsibly in the event disability prevents one from earning a living. The Council for Disability