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Richard Blakeney Goud Jr.

Advisor at Marquam Capital — Portland, OR

Updated today

Credentials

Series 63, Series 65

Experience

19 years

Location

Portland, OR 97201-5449

Marquam Capital logo

Marquam Capital

Supported

Total advisors

3

Clients per advisor

58 High

Avg AUM per client

$185,698 Very Low

HNW client ratio

23% Typical

About

Richard Goud Jr. is a financial advisor at Marquam Capital in Portland, OR, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at HP Securities, Inc. for 13 years and has been with Marquam Asset Management LLC since 2008. Outside of his advisory role, he serves as CEO of the RFI Foundation, a nonprofit focused on research and education in responsible finance, and is a member of the panel of experts at PT Hurriyah Global Consulting Firm. Marquam Capital provides discretionary investment supervisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios across mutual funds, ETFs, equities, and fixed income, and offers specialized Shari’ah-compliant investment options through third-party managers.

Client services

Based on Marquam Capital

Portfolio management Selection of other advisers

Expertise

Based on Marquam Capital

ESG / Sustainable investing

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Fee options

Fixed

Negotiated fees for limited duration, non-fiduciary consulting for plan sponsors

Percentage

$0 - $999,999: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,001+: Negotiable

Other

Account minimum: $25,000

Location

Portland, OR

1515 SW 5th Ave., Suite 606

Portland OR 97201-5449

Advisors at this office

3

Most active in

Oregon · Texas · Washington

Work history

19 years of industry experience

Hp Securities, Inc

2010 - 2023 • 13 years

Portland, OR

Marquam Asset Management Llc

2008 - Present • 18 years

Portland, OR

Rubicon Global Group, Rubicon Global Advisors

2007 - 2008 • 1 year

Portland, OR

Rubicon Global Group, Rubicon Global Advisors

2007 - 2007 • 1 year

Portland, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Will S

Series 65

Lake Oswego, OR

Stoneholt Wealth

After seven years of in and around this industry (as a marketer, consultant, and content creator... but never an advisor) I decided to hang my shingle and start Stoneholt Wealth. We're a fee-only financial planning firm that's built exclusively for high-income millennial couples with kids (I have three kids under 5... it's a crazy time). We help our clients with career transitions, concentrated wealth, variable sales income, liquidity events, and all the little stuff in between--if you can call buying a home "little". We cover everything from income strategy to investments to tax planning to insurance review, all in the name of taking this very important responsibility off your plate, so you can focus on the stuff that makes life better.

Wealth management RSUs / ISOs / NSOs Equity compensation tax strategy Early retirement planning Life insurance needs analysis Technology Professional Sales Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Career Changers

Chris R

Series 65

Lake Oswego, OR

Cascara Financial Planning LLC

Chris Ramsby is the principal of Cascara Financial Planning LLC in Lake Oswego, OR. He holds a Series 65 designation and has experience working at Para Wealth Advisors and Elite Sales & Marketing prior to founding Cascara Financial Planning in 2025. Cascara Financial Planning advises individuals and high-net-worth clients with wealth management and financial planning services that include retirement, tax, estate, business, cash-flow, and college savings planning. The firm’s investment approach is based on modern portfolio theory, combining passive and active strategies with options for socially conscious investing.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Retirement income strategy Self-Employed Educators, Teachers, and Academics Pharmacist Sales Professional Executive HENRY (High Earners, Not Rich Yet) Young Professionals Young Families Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)

Brayden D

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Brayden Disbrow is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation. His work history includes roles at Momentous Wealth Management, and Harlow Wealth Management. Momentous Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers tailored investment advice using a range of securities and incorporates fundamental, technical, cyclical, and ESG analysis methods, with discretionary portfolio management subject to client restrictions.

Wealth management Income planning General estate planning guidance Business ownership considerations General retirement planning

Todd P

AAMS®

Vancouver, WA

Momentous Wealth Management, Inc.

Todd Pisarczyk is Founder, CEO, and Senior Financial Advisor at Momentous Wealth Management, an affiliated SEC-registered investment advisory firm. Todd brings more than 27 years of experience advising individuals and families on wealth management, financial planning, and long-term investment strategy. He began his career in 1999 at a national brokerage firm before founding Momentous Wealth Management in 2004 with the goal of providing comprehensive, fiduciary-based advice through a personalized and planning-focused approach. Under Todd’s leadership, Momentous Wealth Management has grown into an established independent advisory firm with more than $500 million in assets under management. In 2025 and 2026, Forbes recognized Todd as one of the Top Wealth Advisors in the State of Washington, and in 2024, 2025 and 2026, USA Today ranked Momentous Wealth Management among the Top 100 Registered Investment Advisors in the United States, reflecting the firm’s continued commitment to client service and long-term outcomes. Todd works closely with clients, attorneys, and other professional advisors to integrate investment management with broader estate and financial planning strategies. His experience building and leading a successful independent advisory firm provides a strong foundation for guiding the investment oversight and portfolio strategy supporting the trust company’s fiduciary services. Todd earned a Bachelor’s degree in Business Administration, magna cum laude, from Washington State University and holds the Accredited Asset Management Specialist℠ (AAMS®) designation.

Business ownership considerations General retirement planning Retirement income strategy General estate planning guidance Wealth management Self-Employed Attorney Executive Founder/Business Owner Public Service Employee Young Professionals Mid-Career Professionals

Aiden P

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

General retirement planning Retirement income strategy General tax planning Retired Self-Employed Technology Professional Young Professionals Career Changers Approaching retirement
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Suzanne H

CFP®, CFA®, Series 65

Portland, OR

Core Planning

Suzanne Highet is a financial advisor at Core Planning in Portland, OR, holding the CFP®, CFA®, and Series 65 credentials with 21 years of industry experience. Her prior roles include positions at The Stanich Group LLC, Highet Advisory LLC, and CTC Consulting, LLC. Outside of her advisory work, she operates Highet Advisory LLC, a business consulting service focused on supporting registered investment advisors with investment programs and portfolio management. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Early retirement planning RSUs / ISOs / NSOs Wealth management ESG / Sustainable investing Passive / index investing HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Women's Finance Approaching retirement LGBTQIA
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