Your Voice of Financial Reason

Our Alliances

The BAM ALLIANCE

The BAM ALLIANCE is a community of more than 130 independent wealth management firms located throughout the United States including Hawaii and Puerto Rico. An active community of like-minded, independent wealth management firms dedicated to delivering on the promise of true wealth management, the BAM ALLIANCE significantly elevates our profile and ability to deliver the ideas, insights and intelligence that help clients make the best decisions about their financial lives. This unique alliance also provides an unparalleled level of support, education and networking opportunities, freeing us to continuously deepen the level of individualized service we can deliver to our clients.

 

Dimensional Fund Advisors (DFA)

DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.

Schwab Institutional

Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

By clicking on any of the links above, you acknowledge that the links provided are solely for your convenience, and do not necessarily imply an affiliations, sponsorships or endorsements. We make no representations whatsoever regarding such third party Web sites. You should review the privacy policies of other Web sites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Web sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through such third party Web sites.

Hood River Office

202 Oak Street
Suite 600
Hood River, OR 97031
(503) 922-3010

Directions to this location

Portland Office

10260 SW Greenburg Road
Suite 400
Portland, OR 97223
(503) 922-3010

Directions to this location