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®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Ellen Hurd
      • Madison Steinbrenner
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
    • Careers
  • How We Help
    • Financial Planning
      • What is Financial Planning?
    • Investment Management
      • Our Approach to Investing
      • Environmental Social Governance
  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
    • Nonprofits
    • People Experiencing Life Transitions
    • Professionals
    • Women Seeking Female Financial Advisors
  • Learn More
    • Events
    • FAQ
    • Blog
    • Contact
  • Client Portal
  • Contact

Who We Help

Our clients are looking for smart, efficient investment management, open communication, feeling free of judgment, and access to financial education and planning expertise. While we help a broad array of clients, our team has specific knowledge and expertise in working with the below demographics:

  • Women seeking Female Advisors
  • Professionals
  • NIKE Employees
  • Employees with Stock Compensation
  • Gen X
  • Non-profits
  • People experiencing Life Transitions

 

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube
  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
  • Directions
    • About
    • Individuals
    • Institutions
    • Resources
    • Contact

    © 2023 Vision Capital Management, Inc. | Privacy Policy | ADV Brochure | ADV Supplement | Form CRS