Pacific Coast Investment Advisors, LLC

Pacific Coast Investment Advisors, LLC is an independent, SEC-registered, fee-only fiduciary firm serving individuals, families, and small business owners from our office in the Portland, Oregon area. We combine disciplined investment management with comprehensive financial planning so that every recommendation ties directly to your goals, resources, and values. ? As a fiduciary, we are paid only by our clients—never by commissions or third-party products—so our advice is designed to be transparent, objective, and easy to understand. We custody assets at Charles Schwab and provide ongoing guidance on retirement, tax-aware investing, cash-flow planning, risk management, and estate and legacy issues. Our clients value having a long-term relationship with a planner who knows their full financial picture and acts as their first call for major decisions. If you are looking for a thoughtful partner to help you organize, invest, and confidently pursue your financial life, we invite you to reach out and start a conversation.