A complete list of active advisors currently associated with Trihelix Wealth Collective
Warmer can help you find a great advisor at Trihelix Wealth Collective or one who fits your needs even better.
TriHelix provides financial planning and investment advisory services to individuals — including high-net-worth clients — and small businesses, with a particular focus on medical professionals and trainees. Services include individualized financial plans and discretionary portfolio management, and the firm acts as a fiduciary when advising on retirement accounts. The firm’s investment approach blends Modern Portfolio Theory with fundamental, technical, and cyclical analysis to build diversified portfolios and manage risk over a longer time horizon. Financial planning engagements are tailored to client circumstances and often involve internal collaboration and coordination with clients’ external advisors, such as attorneys or accountants. Notably, TriHelix is affiliated with a tax/accounting business operated by one of its principals and has personnel licensed as independent insurance agents, arrangements that provide in‑house tax and insurance resources but can present potential conflicts of interest. The firm also offers targeted financial planning for medical trainees (emphasizing budgeting, student loans, employee benefits, and debt management) and generally leaves proxy voting decisions to clients.
To learn more about the advisors currently working at Trihelix Wealth Collective, 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
| 9
| |
Portland, OR
| 8
|
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