We are always happy to discuss your situation in a complimentary 30-minute consultation. Please get in touch and let us know what you need help with.
We meet with clients virtually, or in their homes if they are local to Portland and prefer in-person appointments.
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. Our clients tend to be thoughtful individuals and families who care about using their resources wisely and aligning their finances with their values.
Yes. We meet with clients virtually and can work with people anywhere in the United States.
Simply reach out by email or phone to schedule a complimentary 30-minute consultation. We'll discuss your situation, answer your questions, and help you determine whether our services are the right fit for your needs.
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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.