If it impacts your money, we can help. Investments, tax planning, or just plain plotting your next big life adventure: we are right there with you.
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 expertise and hands-on approach will make managing your money and investments that much easier.
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.
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.
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.
Our Practice
Located in beautiful Portland, Oregon we are a financial and investment planning firm focused on the success of our clients.