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Financial consulting in Portland, OR

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Lula Financial

Financial planning for people who hate financial planning. We are fiduciaries and fee-only. We help our clients with: Retirement Planning, Home Buying, RSUs/Stock Options. Student Loan Debt, Credit Card Debt, Life Insurance.

Bridgetown Wealth Management

Bridgetown Wealth Management assists individuals in achieving their financial goals, specializing in clients with portfolios exceeding $500,000

Jennifer De Thomas, CFP

Fee only financial planning with a focus on sustainable investing. I help you organize your financial life, define your short and long term goals, and build a roadmap that will guide you to success.

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