Focused on your big picture

A financial advisor should do more than just manage your investment portfolio - an advisor should seamlessly integrate your finances with your life. At CLS Financial Advisors, we provide holistic and proactive financial advice to grow your wealth and support your financial well-being. We are fee-only financial advisors specializing in tax, investment and retirement planning, and as fiduciaries, we prioritize what is important to you.

But we can’t do it alone - only you know your best life. We think it is critically important to collaboratively work together to reach your financial goals. Our technical knowledge and hands-on approach will make managing your money and investments that much easier.

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Our Services

If it impacts your money, we can help. Investments, tax planning, or just plain plotting your next big life adventure: we are with you every step of the way.

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Investment Philosophy

Investing is a tool to help you reach your goals. We focus on harnessing markets and utilizing portfolio design to get you to where you want to go.

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What Is a Fiduciary?

A fiduciary is an advisor who puts your interests first. As fee-only financial advisors, we are paid only by you and our advice is focused on your goals.

What We Are All About »

 
 
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Our Practice

Located in beautiful Portland, Oregon we are a financial and investment planning firm focused on the success of our clients.

 
 

Money is an invaluable tool to HELP life reflect your dreams