We're Here to Help

Whether you're considering fiduciary services for yourself or a loved one, or you're an attorney or financial advisor seeking a trusted partner, we welcome the opportunity to discuss how we can serve your needs. Our experienced team is committed to providing personalized, confidential guidance through life's most important financial and personal decisions.

Schedule a Consultation

We offer initial consultations to discuss your specific needs and explain how our fiduciary services can provide peace of mind for you and your family. During this confidential meeting, we'll:

• Review your current situation and concerns

• Explain our services and approach

• Review the steps necessary for appointment

• Answer your questions about fiduciary responsibilities

• Discuss fees and services

• Determine if our services are the right fit for your needs

To schedule a consultation, please call us directly or use the contact form below.

Areas We Serve

We provide fiduciary services throughout Oregon. Our office is conveniently located to serve clients in Multnomah, Clackamas, and Marion Counties.  Other counties within Oregon will be considered on a case-by-case basis. We're nationally certified and bonded in Oregon and maintain the highest standards of professional conduct.

Professional References

We work closely with attorneys, CPAs, financial advisors, and healthcare professionals throughout the region. If you're a professional seeking fiduciary services for your clients, we'd welcome the opportunity to discuss how we can collaborate to serve their best interests.

Confidentiality Commitment

All initial consultations and ongoing communications are held in strict confidence. As professional fiduciaries, we're bound by the highest ethical standards and legal requirements to protect your privacy and act solely in your best interests.

Click here to view our Privacy Policy.