Trillium Valley Financial Planning, LLC

Our commitment is to provide you competent, objective fee-only financial advice so you can achieve both your near-term and long-range financial goals. Our greatest responsibility is to serve you, our client. Our first task is to listen to your goals and concerns. Once we fully understand your unique situations, we will build professional financial plans personalized to your specific goals.

We serve the greater Portland area and northern Willamette Valley. For your convenience, we offer evening appointments and are happy to meet you at your home or office.

We do not sell any products and do not receive any commissions. Thus, we are free from outside influences and motivations that might cause a conflict of interest.

We welcome individuals and families in all walks of life, at all ages and circumstances. We have no minimum asset or income requirements. Even if you have had a few 'bumps' in your financial road or do not know where to start, our focus is to look forward and build to a more financially secure future for you.

Advisors at this Office


This Office

15171 SW Bangy Rd Lake Oswego, OR 97035 Phone: 503 610 8837

Primary Office

29459 SW Ladd Hill Rd Sherwood, OR 97140-5023 Phone: (503) 610-8837

Other Offices

15171 SW Bangy Rd Lake Oswego, OR 97035 Phone: 503 610 8837