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Julia R
Series 65
West Linn, OR
Magnolia Grove Wealth Planning, LLC
Julia Rice is a financial advisor at Magnolia Grove Wealth Planning, LLC in West Linn, OR, holding a Series 65 designation with 16 years of experience practicing law at Rice Law, LLC. She combines her legal background with financial advising, operating as the sole advisor at an independent firm. Magnolia Grove Wealth Planning serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management and financial planning with an emphasis on estate planning, pension, and retirement services, applying modern portfolio theory and acting as an ERISA fiduciary.
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