WILLAMETTE FINANCIAL ADVISORS, LLC

Overview

Willamette Financial Advisors, LLC is an independent registered investment adviser formed in 2017 that focuses on clients who are individuals and families. The firm operates as a capital allocator: it builds portfolios using public mutual funds as the core exposure and supplements those allocations with third‑party managers for select alternative strategies. Service offerings extend beyond portfolio management to financial planning, selection of outside advisers, educational workshops, and insurance brokerage — a mix that positions the firm to combine investment advice with insurance solutions and outsourced manager relationships. Willamette is a multi‑state adviser that does not report active ESG investing as a firmwide emphasis. Fee arrangements are flexible: the firm charges based on a percentage of assets under management and also uses hourly and fixed fees for discrete planning or consulting engagements. Most client relationships are discretionary, giving the firm authority to implement its model and manager selections on behalf of clients.

Assets & Accounts

Investments & Alternatives

Location & Offices