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Britton Wellington (CFP®)

Britton Wellington focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Millennials

Planning Specialties

Britton takes pride in providing thoughtful planning & exceptional service to our clients and is registered as a CFP® professional. He has been with the firm since 2017 and works closely with clients and our team of advisors to develop financial plans & service the individual needs of each client . Britton is a Oregon native and enjoys spending time with his wife & dog, playing disc golf, and backpacking throughout the PNW.

NAPFA Start Date

February 03, 2022

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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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Download vCard
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

9400 SW Barnes Rd Suite 309 Portland, OR 97225 Phone: (971) 249-9930
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