The Vista Advantage

Plan. Perform. Prosper. The three pillars of our award-winning approach serve one purpose: to give you the highest probability of success. Utilizing thoughtful financial planning, optimal investment portfolio construction, and discipline, the Vista Advantage is designed to protect and grow your wealth. So you can focus on what’s important—living your life fully.

Your company is one of the best.
Your portfolio can be, too.

Congratulations to everyone who made Oregon Business Magazine’s 100 Best list! We’re proud to share the honor. Now let’s take your portfolio from good to optimal.

Our Team

While we’d prefer to talk about who you are and what matters to you, we understand you may want to know a thing or two about us. A read through our bios may just confirm we’re the group of passionate financial advisors you’ve been looking for.

How We Help

We do something different here. We work for you—not Wall Street. As independent and fee-only financial advisors, we have no commissions vying for our attention. So we’re free to listen and help design a financial plan to protect your wealth, prepare for retirement income, diversify a concentrated investment position or establish your philanthropic legacy. This is what we do to help stack the odds in your favor.

Our Story

Our clients, friends and professional partners tell us we’ve got something special going on here in Portland, Oregon—and we tend to agree. Our unconventional approach to investing influences everything we do and, ultimately, has defined our company culture.

The Simple Truth (Blog)

Welcome to a place free from the bias of Wall Street. Our blog is devoted to providing information which gives you the very best chance for financial success. Where we pull back the curtain to reveal what really matters. Where you can find answers without getting a hidden agenda in return.

Put the Vista Advantage to work for you.