First and foremost, our priority is to protect our clients’ interests. Every decision we make is guided by what is best for you.
We take your privacy very seriously and follow strict protocols to guard your personal information.
We value care and generosity, and we will support your efforts to make the world a better place. Whether you're interested in impact investing, sustained financial support for a person or cause, making more time in your schedule to volunteer, or something else altogether, we will help you make strategic and informed plans to achieve your goals.
Each year, Iambic Financial donates 1% of its revenue to programs that alleviate the impacts of poverty and/or promote upward economic mobility.
We use academic research and evidence-based strategies to build diversified portfolios designed for long-term growth and risk management.
We focus on what we can control: asset allocation, diversification, tax management, and cost minimization. We do not attempt to time the market, pick “hot” stocks, or predict the future.
Most importantly, we design investment strategies that align with your goals, your timeline, and your values.
I came to this career after my mother-in-law passed away and I learned firsthand how difficult it can be to handle the paperwork side of things while you are grieving (and in my and my husband’s case, working demanding jobs and having a baby, too).
That experience is why I am so committed to offering hourly financial planning services, so that I can be available to help others through a loss or other major life transition even if they are not a current ongoing client.
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.
Before I was a financial advisor, I worked at a literary agency and spent nearly all of my waking hours reading, editing, or writing. I have a soft spot for authors and my fellow book-lovers, as well as for Dolly Parton and her Imagination Library.
I enjoy being involved in my community and have volunteered for organizations dedicated to education, literacy, upward economic mobility, foster youth, and women’s health. Currently, I am the leader of the Oregon and Southwest Washington chapter of the National Association of Personal Financial Advisors (NAPFA).
email andrea“Iambic” is a poetic meter—a steady rhythm, and a well-defined structure within which meaningful and enduring work has long been created.
It is also a reminder through all of our analysis and planning that what matters most in life is what we love: art, learning, connection with family and friends, time in nature… All things that you can have for free.
© Iambic Financial 2026
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.
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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.