While investment advising is at the heart of our services, it is only one piece of the bigger picture we want to show you.
Our clients also receive proactive strategic tax planning, cash flow and debt management, retirement planning, charitable giving planning, estate and incapacity planning, equity compensation analysis, insurance analysis and risk management, workplace benefits analysis, real estate planning, and college planning.
If you have a question about money, we are here to help.
We offer two ways to engage with our firm: ongoing investment management and financial planning services for a quarterly fee, or limited-scope financial planning engagements for an hourly rate.
The right choice for you is dependent upon your needs and preferences, and we are always happy to talk through the particulars of your situation in a complimentary 30-minute consultation.
If your financial situation is complicated, your schedule is demanding, or you simply don't (or don’t want to) tend to your finances as thoroughly as you suspect you should, ongoing investment management may be the right fit for you.
0.95% on the first $1.25 million of assets and 0.60% on assets over $1.25 million
$10,000 minimum annual fee
Billed quarterly and in arrears
We monitor your investment accounts and your tax liabilities, help you manage your cash flow and plan for big expenditures, collaborate with your legal and tax advisors to ensure a comprehensive strategy, proactively point out anything in your financial life that we notice could be further optimized or reviewed, and are available to you year-round for advising on any financial matters or questions that arise.
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.
Schedule a consultationIf you have a specific question, prefer to manage your own assets, or are earlier in your career, a limited-scope financial planning engagement may be the right fit for you.
$325 per hour
1-hour minimum
Billed in quarter-hour increments
We listen and ask pointed and thoughtful questions to help you determine the scope of the engagement that would best address your needs, and then we give you an estimate of the hours required in a detailed proposal.
Financial planning engagements are highly personalized. Some require as little as 1 hour and some require more than 30. Occasionally a question can be resolved in our 30-minute complimentary consultation.
Many clients return periodically for additional financial planning engagements, and we would be thrilled to be a consistent and trusted advisor to you over decades.
Schedule a consultationPhilosophically, we believe that we best serve our clients by focusing very deeply on a limited number of practice areas rather than trying to be all things to all people. For matters that are outside our scope of expertise, we have built a network of other professionals that we are happy to introduce and refer you to. We never accept commissions or referral fees for these introductions.
© 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.
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.