We help people build happier, more prosperous lives
Vista was founded in 2001 as a new kind of wealth management firm — one that prioritizes evidence over ego and long-term happiness over short-term hype. We help you explore the possibilities with your wealth, creating a plan that aligns your financial goals with a life well-lived.
Cutting through the Wall Street noise
In 2001, Michael O’Reilly and Doug Johanson noticed a troubling trend: too many investors were chasing gains in booming markets, only to panic and sell when things got tough — locking in losses and missing the strong rebounds that typically follow.
They founded Vista to provide high-net-worth clients a smarter, more disciplined investment approach. No chasing headlines or timing the market, just reliable and tested strategies for long-term success. Since day one, evidence and research has been a cornerstone, ensuring every decision is rooted in data, logic, and reason.
Where possibility and prosperity meet
Today, Vista stands as one of Oregon’s largest independent investment advisors, celebrated for our hype-free investment strategies and warm, authentic client relationships. While securing clients’ financial futures is our top priority, we also strive to help them realize the full potential of their wealth, fostering happier, more fulfilling lives.
As an independent firm, we’re committed to rewarding our partners, employees, and clients — not corporate interests. Our promise: consistent, exceptional service from a team who genuinely loves what they do.
Each day, we aspire to
Successful relationships are built on trust.
Keeping things simple allows us to focus on what truly matters.
An unwavering belief in what we’re doing brings out the best in us. Passion inspires and is contagious.
Our clients and colleagues deserve our best effort. Always.
A fun, flexible work environment allows our people to enjoy happy and fulfilling lives.
Our team
Our crew of 30+ professionals is single-minded in helping you achieve your vision. Passionate, curious, and joyfully unconventional, we live and breathe what we do.
Community engagement
Oregon is our home state, and we’re committed to making it a better place for everyone. Whether it’s backing local nonprofits, rolling up our sleeves on volunteer days, or championing diversity and inclusion within our industry and community, we’re all in on making a difference.
Vista news and events
From upcoming events and awards to personal milestones and exciting team updates, there’s always something happening at Vista. See what’s new with us!
Northwest adventures
Follow along for a peek into our favorite local activities and interests.
Employee spotlight: Chris Asbury recently joined Vista as our IT Support Analyst. Chris earned a BS in Computer Science from Oregon State University and now applies his IT expertise at Vista to keep our systems running smoothly. Outside work, he stays active hiking, running, skiing, and playing sports. Welcome to the team, Chris!
#vistacplife
Feb 11
Wall Street’s annual forecasts are back. Before you chase the `top stocks for 2025,` see how last year’s predictions held up. Alex Canellopoulos, CFA, CFP® shares what you need to know in his new blog post, A New Year: Same Old Lousy Predictions.
For complete details, visit vistacp.com/blog or click the 🔗 in our bio.
Feb 6
New job posting! ⭐ Vista is currently recruiting for an Administrative Assistant, responsible for creating a positive and memorable first impression for our clients, vendors, and guests. This role supports the efficient daily operations, productivity, and organization of the firm and our employees. We are seeking a highly organized individual with excellent attention to detail, strong task prioritization skills, and a dedication to providing exceptional client service.
For complete details, visit vistacp.com/careers or click the 🔗 in our bio.
Dec 20
Vista insights
Explore our blog, guides, and other resources where we cut through Wall Street’s bias. No hype, just the straight truth.
Should you count on Social Security?
Social Security isn’t disappearing, but smart planning matters. We tackled some of the common questions regarding Social Security’s future and possible changes that could impact your retirement income.
Mutual fund star ratings: More fiction than fact
Can you trust Morningstar’s mutual fund star ratings? Dougal Williams, CFA, reveals how these ratings can be manipulated—potentially misleading investors.
Don’t Let Imposters Part You From Your Money
Scammers are getting smarter. Protect yourself from the schemes that trick millions into losing billions every year.
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