A complete list of active advisors currently associated with Cascadia Investment Consultants

Warmer can help you find a great advisor at Cascadia Investment Consultants or one who fits your needs even better.

Cascadia Investment Consultants is a small, fee-only independent advisory firm led by a single advisor that provides discretionary investment management to individuals, high-net-worth individuals, conservatorships, and private trusts and estates. The firm also offers financial and investment planning on an hourly or fixed‑fee basis for non‑ongoing clients and implements ongoing management under percentage‑of‑AUM agreements. Cascadia employs a top‑down, diversified investment approach that emphasizes low‑cost mutual funds, ETFs, and certificates of deposit, supplemented by individual stocks and bonds when appropriate. The firm develops written Investment Plans for each client, weighs macroeconomic and valuation indicators in portfolio decisions, and generally avoids frequent trading, margin, short sales, or options except when they clearly fit a client’s objectives. Compared with many solo independent advisors, Cascadia’s ADV discloses an uncommon recent change: the firm voluntarily surrendered its Oregon Insurance Producer Variable Lines license effective April 29, 2026, a transition that the brochure says minimally affected a single client. The chief investment professional is a CFA charterholder, the firm manages roughly $13.2 million for a small client roster (about 17 clients), and it typically requires a $250,000 combined minimum for ongoing management, producing larger average account sizes than many peers.

To learn more about the advisors currently working at Cascadia Investment Consultants, 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.