SEC CRD #801-132930
aLuman aLuman Fee Only financial planning and asset management Our Purpose aLuman advisors deliver comprehensive fee-only financial planning and investment management to integrate your core values and your resources so you can prosper in all areas of your life. This allows you to focus on what is most important to you and put your time, thinking, and energy into your family, friends, career, and community. We are committed to first know you as a person, help you articulate your life dreams financial goals, then develop and implement a coordinated investment and financial plan to help you reach those dreams and goals. Whether it's paying for education, planning for retirement, a trip of a lifetime or how to work an ideal schedule, we will advise and advocate to make it happen. See what services we offer Meet Our Team Contact aLuman to continue the conversation Phone (503) 894-5688
GARTH SHINN
CCO
📞 (503) 894-5688
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AUM
$135M
Check Size
$5.7B–$5.7B
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