Vision Capital Management 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.

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      • Christopher Anissian
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
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Jul 15 2025

Vision Capital Management Named to FA 2025 RIA Ranking

Vision Capital Management has been named to the FA 2025 RIA Ranking by Financial Advisor magazine, an annual list that recognizes top independent registered investment advisors (RIAs) across the nation based on assets under management (AUM).

To qualify for the ranking, firms must be independent, file their own ADV with the SEC, and offer comprehensive financial planning services. Hybrid RIA firms, broker-dealers, corporate RIAs, and investment advisor representatives are not eligible for inclusion. Vision Capital was one of only four firms from Oregon to earn a spot on the list.

“We are delighted to be recognized by Financial Advisor,” said Marina Johnson, CFA, managing director and principal. “It is a tremendous honor to be trusted by our clients and their families and help them navigate their financial futures.”

The accompanying article noted the significant growth in recent years among fee-based advisors, with assets under management increasing from $150 billion in 2015 to $260 billion in 2024. It also explored how artificial intelligence (AI) could reshape the industry by streamlining administrative tasks like client onboarding, data gathering, and compliance. While AI promises greater efficiency, the article emphasized the importance of human advisors to interpret regulations, offer insight, and maintain trust.

 

About Vision Capital Management
Serving both individuals and institutional investors since 1999, Vision Capital Management is a women-founded, employee-owned financial advisory firm based in Portland, Oregon. We are independent, fee-only financial advisors because we believe our clients’ interests should come first and foremost.

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Disclosure:
The Financial Advisor Magazine’s (“FA Mag”) RIA survey is a ranking based on assets under management at year-end of independent RIA firms that file their own ADV with the SEC. Vision Capital Management, Inc. (“VCMI”) was ranked in July 2025 by FA Mag, based on data as of December 31, 2024. FA Mag’s RIA ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit the survey. To be eligible for the ranking, firms must be independent registered investment advisers filing with the SEC and providing financial planning and related services to individual clients. VCMI did not pay a fee to FA Mag in exchange for inclusion in the 2025 RIAs Survey & Ranking list.

Written by Liz Swagerty Olsen · Categorized: FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, OREGON, RETIREMENT PLANNING, WOMEN · Tagged: FINANCIAL ADVISOR, Financial Advisor Magazine, FINANCIAL PLANNING, Oregon, Top Registered Investment Advisor

Jun 27 2025

Providing for Your Pets in Your Estate Plan

Before his death, Chanel designer Karl Lagerfeld was accompanied everywhere by his beloved cat, Choupette. The beautiful snow-white feline was featured in product launches, had an Instagram account, and was the subject of two books. When Lagerfeld died in 2019, it was rumored that the cat had become one of the largest beneficiaries of his estate, estimated to be over $200 million.

Of course, you don’t need to be an ultra-wealthy fashion scion to care about the future of your pets. For many of us, our pets are more than animals – they are our family. But what happens to them if something happens to you?

Just like a human loved one, your pet depends on you. That’s why it is important to include them in your estate plan. Without clear direction, your pet’s future could be left to chance; but, with some foresight, you can ensure that they will continue to receive the love and care you want for them.

Here are a few suggestions of how you can protect your pet as part of your estate plan.

Choose a Caregiver

Designate someone you trust to care for your pet. Talk to them ahead of time to make sure they are willing and able to assume responsibility. When a person passes away, the authorities may have to default pet ownership to the next of kin, and if there haven’t been proper discussions prior, they may end up being rehomed. You may also want to consider a backup caregiver in the event that the first choice is unable to care for your pet.

Leave Detailed Instructions

Include information about your pet’s routines, medical needs, food preferences, and even personality quirks. If you have a trusted veterinarian, dog walker or pet sitter, be sure to include that information in your documentation as they may be able to provide perspective in your absence.

Set Aside Funds

You can leave money or property to your chosen caregiver with instructions for their use in caring for your pet. Alternatively, you can set up a pet trust, a legally enforceable way to provide money for your pet’s ongoing care.

Work with a Professional

An estate planning attorney can help you structure everything legally and effectively. They will likely have experience counseling clients and can share ways in which clients have accomplished this aspect of their legacy plan. While trusts for pets are legally recognized in most states, there may be variations in how they will be structured and enforced.

Planning for your pet is about love, responsibility, and peace of mind. It’s one more way to make sure your legacy reflects your values, and the lives that matter most to you.

Written by Liz Swagerty Olsen · Categorized: ESTATE PLANNING, FINANCIAL ADVISOR, FINANCIAL PLANNING, PERSONAL FINANCE, RETIREMENT PLANNING, WOMEN · Tagged: estate plan, ESTATE PLANNING, FINANCIAL PLANNING, legacy planning, pets

May 29 2025

Support for Widows and Widowers

https://vcmi.net/wp-content/uploads/2025/06/MariaSupportforWidowsWidowersmp4.mp4

 

Maria Malloy, CFP®, details the ways in which we support clients when grieving the loss of their spouse.

Written by Liz Swagerty Olsen · Categorized: FINANCIAL ADVISOR, FINANCIAL PLANNING, RETIREMENT PLANNING, WOMEN · Tagged: financial advice, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, money management, support for grieving spouses, WEALTH MANAGEMENT, widowers, widows

May 20 2025

Video: Financial Literacy for the Next Generation

https://vcmi.net/wp-content/uploads/2025/05/GinaFinancialLiteracyfortheNextGenerationmp4.mp4

Gina Jacobson, CFP®, CDFA, shares ways to encourage financial literacy for the next generation of your family.

Written by Liz Swagerty Olsen · Categorized: ESTATE PLANNING, FINANCIAL ADVISOR, PARENTING

May 01 2025

Transitioning to Retirement

Matthew Sheets, CFP®, details ways retirees can manage the shift into their new lifestyle.

https://vcmi.net/wp-content/uploads/2025/06/MattTransitioningtoRetirementWS.mp4

Written by Liz Swagerty Olsen · Categorized: 401K, FINANCIAL ADVISOR, FINANCIAL PLANNING, PERSONAL FINANCE, RETIREMENT PLANNING

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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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