Collective Wealth Planning
Collective Wealth Planning is a fee-only financial planning and wealth management firm that serves Oregon public employees and retirees.
We help our client families align their resources with what they care about through financial planning (project-based plans for a flat fee) and wealth management (ongoing planning and investment management with the fee based on a percentage of assets under management). Founder Brenna Baucum is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Tax Specialist™. We're proud to be women-owned and call Salem, Oregon home.