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 35+ 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!
Vista insights
Get to know our thinking and cut through Wall Street’s bias. No hype, just the straight truth.
The midterms and your portfolio: what history tells us
Stocks have advanced under Republican, Democratic, and mixed control of Congress. The evidence favors staying invested and diversified over reacting to elections.
Separately Managed Accounts: What they are and when they make sense
Separately managed accounts offer direct ownership of individual securities, which can create added tax-management opportunities for investors whose circumstances warrant it.
All-time high? Or just another Thursday?
New market highs can feel unsettling, as if stocks can’t climb any higher. But history shows something different. We look at the data, and why staying the course is key.
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