A complete list of active advisors currently associated with Alongside Financial Partners

Warmer can help you find a great advisor at Alongside Financial Partners or one who fits your needs even better.

The firm is a fee-only registered investment adviser that provides wealth management services, combining financial planning and investment management for individual and high‑net‑worth clients. It manages about $21 million in client assets across 27 client relationships and offers ongoing planning, goal-setting, and portfolio oversight. The adviser integrates comprehensive financial planning with portfolio management, setting asset allocation targets and using modern portfolio theory, fundamental analysis, and a blend of passive and active funds. Accounts are typically managed on a discretionary basis, reviewed quarterly, and can be customized with client‑imposed restrictions or socially responsible (ESG) options. Notable features include a flat 1.00% AUM advisory fee billed quarterly in arrears, a strictly fee‑only compensation model with no commissions or performance‑based fees, and reliance on an institutional custodian platform that provides execution, custody, and business support. As a recently established, CFP‑certified principal‑led firm with a concentrated client roster and modest AUM, the firm operates with a more focused, bespoke practice profile than many larger multi‑advisor peers.

To learn more about the advisors currently working at Alongside Financial Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Meg Van Den Mar	Bend, OR	11

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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.

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