Andrea Vedder (CFP®)

Andrea Vedder focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Hourly
  • LGBTQ+
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

We specialize in serving clients who are approaching or in retirement, but we also value meeting with people earlier in their careers to ensure they're on the right path. Especially if you have a big change or a big decision on the horizon, we are here to help.

Additional Information

My door is open to anyone looking for knowledgeable, unbiased advice about their finances, no matter how big or small the question. I am an independent, fee-only financial advisor, which gives me the freedom to focus exclusively on my clients’ needs and never on commissions or quotas. Whether I am helping a client navigate their first home purchase, understand their investment portfolio, or update their estate plan, my role is clear: To make sure the best options are on the table and to help my clients make informed decisions.

I enjoy being involved in my community and have volunteered for organizations dedicated to education, literacy, foster youth, and women’s health, among others. Currently, I am the leader of the Oregon and Southwest Washington chapter of the National Association of Personal Financial Advisors (NAPFA).

NAPFA Start Date

April 01, 2021

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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.
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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.

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This Office

1631 NE Broadway #424 Portland, OR 97232 Phone: (503) 308-9424