Willamette Investment Advisors

Specialties

We work with individuals, families, and business owners who value the expertise and unbiased nature of an independent financial advisor. Whether you are in the accumulation, distribution, preservation, or transfer-​of-​wealth stage in life, we take the time to understand your goals and objectives and guide you toward success.

We offer the following services:

–Portfolio Analysis and Reviews

–Investment Management

–401(k) and PERS review and analysis

–Risk Tolerance and Asset Allocation Reviews

–Retirement Planning

–College Education Funding

We generally work on a fee basis, which offers the following advantages:

–No commissions

–No conflict of interest regarding advisor compensation

–No sales pressure

This makes us an objective partner in your financial success, guided by your goals and not influenced by commissions.

We invite you to explore our website and discover how Willamette Investment Advisors is truly Invested in Our Clients’ Success.

Meet the Business Owner

Brian R.

Business Owner

Brian graduated from Willamette University with a degree in Business Economics. He has an Accredited Asset Management Specialist designation from the College for Financial Planning. Brian began his career at a major brokerage firm in the Seattle area in 2000 and has been an independent advisor since 2005.

Brian is a member of the Rotary Club, Leadership Corvallis, the Corvallis-​Benton Chamber Coalition, Kiwanis Club, and the Corvallis Independent Business Alliance. Brian also serves on the board of directors and the finance committee for the Boys and Girls Club of Corvallis.