Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Megan R

Series 63, Series 65, Series 66

West Linn, OR

TWM Wealth Management Corp

Megan Reink is a financial advisor with TWM Wealth Management Corp in West Linn, OR, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. She has worked at Crown Capital Securities, LP for 15 years and held positions at Morgan Stanley and Morgan Stanley & Co. LLC from 2008 to 2011. TWM Wealth Management Corp provides investment portfolio management and financial planning services to individuals, trusts, estates, private foundations, and business owners. The firm uses a detailed client interview process to develop Investment Policy Statements and implements diversified portfolios primarily through mutual funds and ETFs, employing fundamental and technical analysis alongside asset allocation strategies.

College savings (529s, UTMA, etc.) Charitable giving & philanthropy Wealth management Founder/Business Owner Retired
user avatar
firm logo

Louis T

Series 63, Series 65

West Linn, OR

TWM Wealth Management Corp

Louis Taylor is a financial advisor at TWM Wealth Management Corp with 28 years of industry experience. He has been with TWM Wealth Management since 2010 and previously worked at Crown Capital Securities, LP for 18 years. Outside of advising, he serves as Chair of the West Linn and Wilsonville School Board and is involved as owner and managing partner in several business ventures, including a company manufacturing topical pain ointment and a medical billing firm. TWM Wealth Management Corp provides investment portfolio management and financial planning to individuals, trusts, estates, private foundations, and business owners. The firm employs a diverse investment approach using mutual funds, ETFs, individual securities, and fixed-income strategies, offering services on both a discretionary and non-discretionary basis, and includes formal consulting arrangements and educational offerings.

College savings (529s, UTMA, etc.) Charitable giving & philanthropy Wealth management Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)