A complete list of active advisors currently associated with Xena Financial Planning, LLC
Warmer can help you find a great advisor at Xena Financial Planning, LLC or one who fits your needs even better.
Xena Financial Planning, LLC is an SEC-registered, fee-only advisory firm that serves individual and high‑net‑worth clients with ongoing investment management and comprehensive financial planning. Services include discretionary portfolio management along with planning across retirement income, cash‑flow and liquidity, tax considerations, estate planning, employee benefits, and education funding. The firm emphasizes portfolio construction using Modern Portfolio Theory and practices passive investment management, building asset‑class‑weighted portfolios primarily with index mutual funds and ETFs and implementing client‑specific Investment Policy Statements. Xena manages accounts on a discretionary basis, allows reasonable client‑imposed restrictions, and conducts periodic reviews tied to clients’ goals and risk tolerances. Compared with many peers, Xena publicly references third‑party ratings and uses client testimonials in its marketing materials, and it offers educational seminars and published articles for groups and publications—activities that are relatively uncommon among similar firms. The firm recommends institutional custodians for execution and custody while maintaining legacy relationships with other custodians for some clients, and operates as a small advisory team managing over $100 million in client assets.
To learn more about the advisors currently working at Xena Financial Planning, 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
| 7
| |
Portland, OR
| 6
|
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