A complete list of active advisors currently associated with Insight Advisors NW, LLC

Warmer can help you find a great advisor at Insight Advisors NW, LLC or one who fits your needs even better.

Insight Advisors NW serves individual and high‑net‑worth clients, providing discretionary investment management alongside written financial planning that covers retirement, estate, education, cash‑flow, debt management and related topics. Portfolios may include individual stocks and bonds, exchange‑traded funds, and no‑load or load‑waived mutual funds. The firm customizes allocations to each client’s stated goals and risk tolerance, conducts periodic reviews and rebalances accounts as needed, and performs more frequent reviews when client circumstances change. It may delegate management of a portion or all of a portfolio to third‑party sub‑advisors and monitors those managers to ensure alignment with client objectives. Noteworthy features include about $38.7 million in reportable discretionary assets across roughly 70 client relationships and an absence of a published account minimum while retaining discretion to decline smaller engagements. The brochure highlights a formal, written planning process for planning clients, an explicitly documented fiduciary approach to rollover recommendations (including an educational‑only alternative), and detailed disclosures about sub‑advisor use, potential custodial soft‑dollar benefits, and a comprehensive code of ethics.

To learn more about the advisors currently working at Insight Advisors NW, LLC, 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
Jody Duncan	Beaverton, OR	24

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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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