Because a financial advisor should be both your partner and your advocate. Vision Capital Management is an established, independent, employee-owned financial advisor with an unwavering commitment to our clients and their assets.
Our team is a group of smart, energetic individuals motivated to help you make the most of your finances. As financial advisors, we believe our job is to provide a comfortable space for our clients to learn and have the tough conversations necessary to achieve their financial goals.
Years of trusted service
Independent, fiduciary advisor
Employee-owned firm
Oregon based, serving nationwide
As an independent, fee-only financial advisor, we aren't incentivized to recommend specific types of investments and are free to design a low-cost investment strategy targeted to your specific vision for the future.
We believe your investment strategy should reflect your financial goals which is why our financial planning services are included in our investment management fee.
Learn MoreAs an independent, fee-only financial advisor, we aren't incentivized to recommend specific types of investments and are free to design a low-cost investment strategy targeted to your specific vision.
Learn MoreWe provide specialized investment management services for nonprofit organizations, helping them grow their endowments and manage their finances responsibly.
Learn MoreYour financial stability and well-being is intricately linked to how you handle the major events life throws your way. We're here to listen and help you gather the information you need so you have the financial perspective to navigate forward with confidence.
Schedule a ConsultationOur team holds the highest professional certifications in the financial planning industry, ensuring you receive expert guidance.
WBENC certified
CPWA designation
CFP certification
CFA charterholder
CDFA designation
FPA member