Financial Planners near Beaverton

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“My wife and I have been working with AWM over 18 years and have been very satisfied with their professionalism, knowledge, and attention to our household's needs. There is never any pressure to buy or sell anything, and they review our portfolio/holdings with us at least annually or more often when requested. They will evaluate any ideas we send them as investment opportunities and then either call or email with their analysis about how it might or might not fit into our long-term strategy, with suggestions about what should be sold to fund the new opportunity.All the staff are great to work with. But, be sure they fit your investing philosophy; AWM isn't a "buy this great new idea every day" brokerage. As an independent advisor with a fiduciary responsibility to the client, they cannot do anything that is not in your best interest, and they work on your time horizon.“

“Jason and Jane are fantastic team to work with. My wife and I have a great experience so far and are grateful for the financial guidance Jason has provided use in these last two years. Jason provides good financial planning, short and long term, for people of all professions and circumstances. He is patient and easy to speak with, specifically when discussing complex topics. His approach to tailored services is also a key value that you may not receive with others. Further, Jason and Jane do a fantastic job of being responsive throughout the year whenever we have any questions or needed changes. As we continue to work together, he has allowed my family and I additional peace of mind as we continue to build our long term plan.“

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“This firm is so accessible in their approach, nothing stuffy or high-pressure, yet very informed and sober in their advising. They really do the work to stay connected with you over time but I'm not pressed when not further along with all the recommendations in the financial plan drafted for us. It's low pressure but the high touch keeps us invested in the long game for our portfolio and the relationship. We really enjoy this team and look forward to growing with them across our life and taking advantage of all they have to offer. It's also a team that reflects a wide swath of life - parents, non-parents, women, men - I'm sure that helps round out their approach and relatability.“

“Trustworthy. Full of integrity. Personable. Experienced. Down to earth. Responsive. These are just some of the words to describe not only Damon Winter but his able assistant Mary. Cannot recommend this team high enough! We are very pleased and doing better than ever under Damon's excellent advice, guidance and skills.“

“Thank you Gary & Susan for beating the S&P 500 with our portfolio. Awesome job guys“

“Working with Taylor and Kailie gave my wife and I the peace of mind that with a financial plan in place, we could achieve our long-term goals. As simple as it sounds, their patience, active listening, professionalism, and thoughtfulness in putting together a financial plan proved just what we needed to stay focused on getting to where we want to be. I'd recommend their services, especially to young couples still imagining what the future could have in store.“

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