Fee-only financial planning and investment advisory based in Portland, Oregon

Iambic Financial is an independent advisory firm specializing in comprehensive financial planning and investment management for people approaching or in retirement.

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honest, unbiased advice

We are fiduciaries, which means we will always put your interests first.

We are fee-only, which means the only compensation we receive comes directly from our clients—no commissions for recommending a particular investment option or account type, and no referral bonuses for recommending a particular CPA or mortgage broker.

We are independent, which means we have no allegiance to a particular broker-dealer or fund family. We curate options for our clients that meet our own high standards.

Comprehensive, Proactive Planning

We offer so much more than traditional portfolio management.

We are a second set of eyes on your entire financial life, from your tax returns to your insurance policies to your estate plan. We organize it all so that we can spot opportunities, discrepancies, and errors, and then we show you a forward-looking view of what to consider, so that you can make informed and holistic decisions about your future.

Perhaps most importantly, we will be here—with all of the history and context you've shared over time—to guide decision-making when circumstances inevitably change.

Tailored, Flexible Service

There's nothing cookie-cutter about what we do for our clients.

We design custom portfolios and financial plans that reflect your personal values and unique financial situation. Our advice and recommendations are thoughtful, pragmatic, and tailored to you.

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.

Getting Started

We meet with clients virtually, or in their homes if they are local to Portland and prefer in-person appointments.

We are always happy to talk through the particulars of your situation in a complimentary 30-minute consultation.

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Iambic Financial L.L.C. is a licensed investment adviser in Oregon. The firm may only transact business in other states if first licensed or excluded or exempted from licensing requirements. Transacting securities or rendering investment advice for compensation will not be made prior to compliance with licensing requirements or a valid exclusion or exemption from licensing.

Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

All written content on this site is for educational purposes only and is not individualized investment advice. Opinions expressed herein are solely those of Iambic Financial L.L.C., unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties' informational accuracy or completeness. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and are not guaranteed. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.