A complete list of active advisors currently associated with Raaf Investment Advisors, LLC
Warmer can help you find a great advisor at Raaf Investment Advisors, LLC or one who fits your needs even better.
Raaf Investment Advisors provides discretionary investment management and related financial planning services to individuals, high‑net‑worth clients, and small business owners, with work that includes retirement planning, estate‑planning education, cash‑flow management and asset allocation. Financial planning services are offered only to existing advisory clients and are generally provided without an additional charge to clients with at least $300,000 in invested assets. The firm follows an active, asset‑allocation driven approach: it establishes long‑term target allocations in a written investment policy statement and implements tactical overweight and underweight positions based on market views, with those tactical positions commonly held for weeks to several quarters. Raaf implements its allocations primarily through a vetted “Select List” of actively managed mutual funds and passive index funds, screening managers and funds on metrics such as risk‑adjusted returns, manager tenure, expense ratios and tracking error, and relying on traditional fundamental and technical research. Noteworthy aspects of the firm include a relatively small discretionary asset base (about $62.5 million under management as of December 31, 2025) combined with advisor professional credentials (CFA and CFP) and a practice of providing no‑charge financial planning to incumbent clients meeting the asset guideline. The firm generally does not vote client proxies—leaving voting responsibility to clients—and may engage sub‑advisers when appropriate, arrangements that distinguish its operational practices from many peers.
To learn more about the advisors currently working at Raaf Investment Advisors, 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 |
|---|---|---|
Portland, OR
| 23
|
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”)