Allium Financial Advisors, LLC

Allium Financial Advisors, LLC A boutique, independent, multi-family office focused on holistic wealth management.

Your goals are personal. Your guidance should be too.Partner with a local team that knows your neighborhood and is alway...
06/24/2026

Your goals are personal. Your guidance should be too.

Partner with a local team that knows your neighborhood and is always in your corner.

A thoughtful succession plan helps protect the value you’ve worked hard to build. More importantly, it provides clarity ...
06/10/2026

A thoughtful succession plan helps protect the value you’ve worked hard to build. More importantly, it provides clarity and stability for stakeholders — offering confidence that, through leadership changes or life transitions, your business is positioned to continue thriving.

Learn more about what Allium can do for business owners planning for the future. https://www.alliumfinancial.com/services/business-owners

Allium is more than one advisor — it’s an entire team moving in the same direction. From admin to executives, we collabo...
05/20/2026

Allium is more than one advisor — it’s an entire team moving in the same direction.

From admin to executives, we collaborate daily to put your financial goals first, always.

05/06/2026

Meet Jordan!

Jordan is a Financial Advisor that focuses on comprehensive investment planning for our clients. He moved back to his home state of Oregon from Arizona to join Allium in 2023. He brings experience in investment management and financial planning from his time as a high-net-worth consultant at the Vanguard Group.

Jordan is a CFA Charterholder, Registered Investment Advisor representative, previous Series 7 license holder, and an alumni of Oregon State University, where he earned a bachelor’s degree in Finance and Management.

Markets shift. Economies evolve. Change often creates new investment opportunities.By continuously monitoring financial ...
04/22/2026

Markets shift. Economies evolve. Change often creates new investment opportunities.

By continuously monitoring financial and economic developments, we aim to provide you with timely guidance to help your goals remain aligned with the world around you.

04/08/2026

Meet our Performance Measurement Analyst, Ben!

Ben has been working in financial services for over a decade and joined us from Umpqua Bank, where he spent 12 years gaining a breadth of experience working with the bank's different lines of business, including their Private Bank and their Treasury department.

Ben is a Chartered Alternative Investment Analyst and has a Bachelors degree from George Mason University.

He lives in Lake Oswego with his wife, Maya, and his dog, Moose. As a family, they enjoy going to estate sales, trying new restaurants, traveling, and going to the movies.

Address

310 N State St Suite 208
Lake Oswego, OR
97034

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 1pm

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