A complete list of active advisors currently associated with Willamette Valley Wealth Management, LLC

Warmer can help you find a great advisor at Willamette Valley Wealth Management, LLC or one who fits your needs even better.

Willamette Valley Wealth Management is an independent, single-advisor registered investment adviser managing roughly $69.9 million for about 67 clients. The firm provides discretionary asset management, comprehensive financial planning (delivered at no additional cost), and retirement plan services including pension and profit-sharing plans. Willamette charges percentage-of-assets fees on a blended schedule and typically exercises discretionary trading authority to implement client-specific investment programs. Its investment work draws on fundamental, technical and cyclical analysis, and client relationships are documented with individualized objectives and written investment policy statements. Noteworthy features include an affiliation with an accounting firm: the firm’s principal is a CPA with a master’s in taxation and a Personal Financial Specialist credential who spends more than half of his time on accounting practice, a relationship the firm discloses and manages to mitigate conflicts. The firm also provides ERISA plan services (including 3(38) investment manager arrangements), pension consulting, and serves charitable organizations—services that are less common among comparable solo independent advisers.

To learn more about the advisors currently working at Willamette Valley Wealth Management, 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
Stewart Hayes	Salem, OR	21

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