A complete list of active advisors currently associated with Difi Advisory

Warmer can help you find a great advisor at Difi Advisory or one who fits your needs even better.

DiFi Advisory is an Oregon‑registered, single‑advisor independent firm that provides discretionary and non‑discretionary portfolio management and standalone financial planning and consulting to individual clients, including some higher‑net‑worth households. The firm manages roughly $2.8 million for a small client base and may recommend private pooled investment vehicles when they are suitable and the client meets eligibility requirements. The firm uses a blend of analytical methods — including fundamental, technical, cyclical, and economic analysis — and offers ESG screening upon client request, delivering written financial plans or shorter consultations depending on client needs. In addition to standard account reporting, DiFi issues periodic written communications (such as annual material‑change summaries and completed financial plans) and conducts occasional educational presentations and paid speaking engagements as part of its client education efforts. Noteworthy distinctions include a December 2025 agreement under which the firm receives a flat $2,000 fee for each qualified introduction to Purpose Driven Capital or its private funds; the brochure discloses this creates a conflict of interest and describes supervisory review and disclosure measures the firm uses to mitigate it. Combined with its very small scale, the firm’s mix of private‑fund introductions limited to accredited investors, formal written plans, and publicly offered educational programming makes its service profile atypical among solo independent advisors.

To learn more about the advisors currently working at Difi Advisory, 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.