Cottage Grove, OR Office
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&PARTNERS
Enterprise
Firm-wide stats for &PARTNERS
About
&Partners serves a broad mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses and corporations. The firm provides investment management, financial and tax planning, ERISA 3(21) consulting, retirement‑plan participant discretionary management and brokerage services under its dual registration as a registered investment adviser and a broker‑dealer.
Investment management is offered on discretionary and non‑discretionary bases using the Envestnet portfolio platform and NFS brokerage infrastructure, and accounts may be managed directly by an &Partners financial advisor or by third‑party managers selected through the firm’s due‑diligence processes. The firm uses a mix of fundamental, technical and quantitative analysis, model portfolios and both proprietary and third‑party strategies, with ongoing monitoring and periodic account reviews.
Distinctive features disclosed in the brochure include &Partners’ registration as a municipal advisor and its capacity to act in underwriting and municipal advisory roles, the firm’s continued use of transaction‑based compensation and occasional principal trades in addition to advisory fees, and the availability of subscription research products such as a paid weekly market commentary. The firm has also expanded third‑party advisory earnings arrangements—under which some financial advisors share a portion of their advisory revenues with a third party in exchange for an equity interest—and many financial advisors are indirect owners of the holding company, arrangements the firm identifies and supervises in its disclosures.
Based on &PARTNERS
Expertise
Based on &PARTNERS
Location
525 North 9th St.
Cottage Grove OR 97424
Advisors at this office
3
Advisors at this office
Tamara S
Series 66
Cottage Grove, OR
&PARTNERS
Tamara Stewart is a financial advisor at &PARTNERS with three years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network / Parsons Financial Advisors for four years. Prior to entering the financial industry, she spent eleven years with Smith-Lund-Mills Funeral Chapel. &PARTNERS serves a diverse client base that includes individuals, institutions, and private businesses, offering services such as investment management, financial and tax planning, and ERISA consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis, managing accounts through both in-house advisors and third-party managers.
Matthew P
Series 63, Series 66
Cottage Grove, OR
&PARTNERS
Matthew Parsons is a financial advisor with &Partners, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked at Commonwealth Financial Network for 20 years and operated Parsons Financial Advisors for three years. He is also president of Parsons Financial Services, Inc., a private entity through which he manages advisory business operations and client financial planning. &Partners serves a diverse client base including individuals, institutions, and corporations, offering investment management and financial planning services through a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.
Brandon P
Series 66
Cottage Grove, OR
&PARTNERS
Brandon Parsons is a financial advisor at &PARTNERS with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Parsons Financial Advisors, Commonwealth Financial Network, and Parsons Financial Services Inc. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services using both discretionary and non-discretionary approaches, combining fundamental, technical, and quantitative analysis with proprietary and third-party strategies.
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