Beaverton, OR Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Eldon Reese Advisory Group
Supported
Firm-wide stats for Eldon Reese Advisory Group
About
Eldon Reese Advisory Group works with individuals and families—including high-net-worth and non‑HNW clients—as well as employer plan sponsors. The firm offers financial planning and coaching, discretionary portfolio management, business consulting for owner‑clients, and ongoing retirement plan advisory services.
Investment approach emphasizes long‑term, asset‑allocation based strategies using mutual funds, ETFs, stocks and bonds, with an overall buy‑and‑hold orientation; when active management is appropriate the firm commonly recommends and monitors an outside manager/TAMP relationship. Financial planning and coaching are delivered on a non‑discretionary basis with client‑provided data captured in planning software, while portfolio management is provided on a discretionary basis and tailored to each client’s objectives.
Distinctive elements include a small advisory team managing roughly $60 million in assets and a formal business‑consulting program for business owners that follows a multi‑step process from personal planning through exit planning. The firm also discloses that its advisers are licensed insurance agents (and will receive commissions on insurance sales), and that a material practice change involved moving third‑party managed accounts to AssetMark as an outside manager—features the firm discloses and addresses in its conflicts and oversight procedures.
Based on Eldon Reese Advisory Group
Expertise
Based on Eldon Reese Advisory Group
Location
4900 SW Griffith Dr, Suite 103
Beaverton OR 97005
Advisors at this office
2
Advisors at this office
Duane B
CFP®, ChFC®, Series 63, Series 65
Beaverton, OR
Eldon Reese Advisory Group
Duane Bolinger is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has worked at Eldon Reese Advisory Group since 2022 and previously spent 12 years with Oneamerica Securities and American United Life. Outside of his advisory role, he serves as a board member for the Liberty Fast Break Club, a youth basketball program. Eldon Reese Advisory Group serves individuals, families, business owners, and retirement plan sponsors with financial planning, discretionary portfolio management, and employee retirement plan advisory services. The firm emphasizes asset allocation and a long-term buy-and-hold investment approach, utilizing mutual funds, ETFs, and individual securities, and offers services including financial coaching and business consulting.
Blaine B
Series 63, Series 65
Beaverton, OR
Eldon Reese Advisory Group
Blaine Burnett is a financial advisor at Eldon Reese Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Great Oak Financial Group and Cetera Advisors LLC. Outside of his advisory role, Burnett owns and manages a horse barn in Canby, Oregon. Eldon Reese Advisory Group serves individuals, families, and employer plan sponsors, offering financial planning, discretionary portfolio management, and business consulting with an emphasis on long-term, asset-allocation strategies and tailored client solutions.
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.
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”)