SEC CRD #801-127014
CLS Financial Advisors, Inc. - Fee Only Investment and Financial Advisors in Portland, OR If it impacts your money, we can help. Investments, tax planning, or just plain plotting your next big life adventure: we are right there with you. Schedule Coordinated Lifetime Strategies Focused on your big picture A financial advisor should do more than just manage your investment portfolio - an advisor should seamlessly integrate your finances with your life. At CLS Financial Advisors, we provide holistic and proactive financial advice to grow your wealth and support your financial well-being. We are fee-only financial advisors specializing in tax, investment and retirement planning, and as fiduciaries, we prioritize what is important to you. But we can’t do it alone - only you know your best life. We think it is critically important to collaboratively work together to reach your financial goals. Our technical knowledge and hands-on approach will make managing your money and investments that much easier. Schedule a Time to Chat Our Services If it impacts your money, we can help. Investments, tax planning, or just plain plotting your next big life adventure: we are with you every step of the way. See Our Comprehensive Services » Investment Philosophy Investing is a tool to help you reach your goals. We focus on harnessing markets and utilizing portfolio design to get you to where you want to go. Learn More About Your Portfolio » What Is a Fiduciary? A fiduciary is an advisor who puts
SARAH L. LANE
CCO, SECRETARY, TREASURER AND FINANCIAL PLANNER
📞 (503) 244-8879
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AUM
$192M
Location
PORTLAND, OR
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