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, financial planning and investment analysis to individuals, high‑net‑worth clients, trusts, estates and business entities. The firm also offers standalone financial plans and shorter consultations, and may recommend interests in private pooled funds to clients who meet applicable eligibility standards. DiFi develops portfolios and recommendations based on each client’s goals, time horizon and risk tolerance, using a mix of analytical methods (including charting, fundamental, technical, cyclical and economic analysis) and offering ESG screening when requested. The firm charges asset‑based advisory fees for ongoing management and separate flat or hourly fees for planning and consulting, delivers written financial plans to planning clients, and processes advisory fee deductions through client custodians. Compared with many peers, DiFi publishes client periodicals/newsletters and runs educational seminars/workshops and occasional paid speaking engagements as part of its client outreach, activities that are relatively uncommon for solo independent advisers. The firm is small (roughly 16 clients and about $2.8 million in assets under management) and discloses a flat $2,000 business‑development fee from Purpose Driven Capital for each qualified introduction to certain private funds; that arrangement is identified in the brochure as a potential conflict and is addressed through disclosure, supervisory review, and suitability considerations.

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.

Name	Location	Years of experience
Alicia Martinez	Salem, OR	13

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