Thank you for visiting our website, and for supporting public radio by listening to OPB.
We’re an independent, fee-only financial advisory practice in Portland. We provide our clients with personalized financial planning and investment management advice and guidance. Please click here to learn more about Springwater, and how we’re different from the vast majority of other advisors.
We’re offering fellow OPB listeners a complimentary investment portfolio review – a independent, objective “second opinion”. The review will include an assessment of historical portfolio performance; asset allocation; diversification, and fees and expenses. For legal reasons, we cannot include specific investment recommendations. Your completed review will be presented to you by email in PDF format; alternatively, you may schedule a 30-minute in-person review session, if you prefer.
To request your complimentary portfolio analysis, please provide us with your contact details below. We will contact you promptly to discuss the next steps. Your information will not be shared with any third parties.