Collective Wealth Planning
Collective Wealth Planning is a fee-only financial planning and wealth management firm based in Salem, Oregon, serving retirees and Oregon public employees (Oregon PERS members).
We help clients align their financial resources with what they care about most through a planning-first approach. Services include project-based financial planning for a flat fee, ongoing planning and investment management, and hourly Oregon-PERS-focused consultations.
Founder Brenna Baucum is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of industry experience. The firm is proudly women-owned and independent, and is built around long-term relationships, fiduciary advice, and thoughtful guidance through life’s financial transitions.
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.