Eugene, OR Garden Avenue Office

Isler Wealth Management (IWM) provides discretionary investment management and retirement‑plan advisory services to individuals, trusts, charitable organizations, businesses and participant‑directed employee benefit plans. The firm combines portfolio management with ongoing financial planning consultations, including income and estate tax planning, business‑sale structuring, retirement planning and college planning.

IWM’s investment approach is rooted in Modern Portfolio Theory and implemented primarily through passively managed, asset‑class mutual funds—frequently using Dimensional Fund Advisors funds—and a buy‑and‑hold allocation process supported by portfolio modeling such as Monte Carlo simulations. For fixed‑income exposure the firm may retain a third‑party fixed‑income manager and has contracted with Focus Partners Advisor Solutions for sub‑advisory and back‑office services; the brochure also discloses that IWM may use borrowing (margin) within separately managed accounts in certain client situations.

A distinctive feature of the firm is its affiliation with an accounting practice (Isler CPA LLC) and the presence of advisers with CPA credentials, which the firm says allows coordination of advisory work with accounting and tax services rather than simple referral arrangements. IWM also does not accept proxy‑voting authority for client securities and operates with a small advisory team and client base, relying on third‑party platforms for trade processing and fixed‑income management.