Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more

  • About
    • Our Story
    • The Team
      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Steinbrenner
      • Ellen Hurd
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
    • Careers
  • Services
    • Financial Planning
    • Life Transitions
    • Investing and Planning for Women
  • Investment Management
    • Personal Investing
    • Portfolio Construction
      • Global Dynamic Strategy
      • Environmental Social Governance
      • Large Cap Growth
      • Large Cap Dividend Growth
      • Corporate Bonds
      • Derivative Strategies
    • Institutional Investing
  • Resources
    • Events
    • Blog
    • FAQ
    • Contact
  • Client Portal
  • Contact

We Share Your Vision

Because a financial advisor should be both your partner and your advocate.

Let's Get Started

Our story begins in 1999 with a mother and her daughter wanting to offer their clients something different: a wealth management firm built by women where relationships matter and clients’ needs come before all else.

Today, we are an established, independent, women-owned financial advisor with an unwavering commitment to our clients and their assets.

 

Our team is a group of smart, energetic individuals motivated to help you make the most of your finances.

As financial advisors, we believe our job is to provide a comfortable space for our clients to learn and have the tough conversations necessary to achieve their financial goals.

Meet the Whole Team

What We Offer

As an independent, fee-only financial advisor, we aren’t incentivized to recommend specific types of investments and are free to design a low-cost investment strategy targeted to your specific vision for the future.

We believe your investment strategy should reflect your financial goals which is why our financial planning services are included in our investment management fee.

Financial Planning

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Personal Investing

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Institutional Investing

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Life Is About Transitions

Your financial stability and well-being is intricately linked to how you handle the major events life throws your way. We’re here to listen and help you gather the information you need so you have the financial perspective to navigate forward with confidence.

Getting Married

Starting a Family

Changing Careers

Divorce

Blending Families

Selling Business

Preparing for Retirement

Medicial Diagnosis

Passing to the Next Generation

Death

Fresh, Honest Financial Advice

Recent Posts

  • Trusts and Estate Planning
  • Understanding the Secure Act 2.0
  • The Consumer and Producer Price Index

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Looking for a Financial Advisor but don’t know where to start?

Choosing a financial advisor is one of the most important decisions you’ll make. We put together a complimentary checklist to help you evaluate your options from the type of advisor to services offered.
Financial Advisor Checklist

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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