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. We're proud to be women-owned and call Salem, Oregon home.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.