Contact Us
We always love to hear from our existing and future clients. Please feel free to contact us anytime you have a question. Our normal business hours are Monday through Thursday from 9am to 4pm and Friday 9am to 12pm.
- By Phone
(800) 618-3683 (toll-free)
(503) 242-1715 (local)
(503) 242-1808 (fax) - By Mail
1130 SW Morrison Street, Suite 610
Portland, OR 97205-2217 - By Email
Deborah Thomas - planning, portfolio and investment questions
Steve Hewitt - planning, portfolio and investment questions
Ben Gilbert - planning, portfolio and investment questions
Jessi Howe - appointment scheduling, billing questions
Our office is located at the corner of SW 12th and Morrison in downtown Portland, Oregon. A general map of our office location can be found below. If you need specific directions click on the blue marker and enter your starting address in the text box that appears.
Our building is denoted by the blue marker, and validated parking is provided at two locations: The First Presbyterian Church Parking Lot and the Smart Park parking structure denoted by the yellow markers.
Created by MapBuilder.net.