Vested Wealth Advisors is an Oregon Limited Liability Company providing three primary financial advisory services: individual financial planning and wealth management, investment management services, and corporate retirement plan management. We serve clients in Oregon, Washington and California.
Vested Wealth Advisors does not limit the type of clients it serves, although certain minimum fees may be required. Past and present clients of the firm (and/or its predecessors) include affluent individuals and their families, entrepreneurs and business owners, retirees and divorcees, trusts, endowment funds and corporate retirement plans.