envelope
  • T: 503.697.4271
  • TF: 800.697.4271
  • F: 503.697.9505
Feel free to reach out.
  • Home
  • Our Firm
    • Our Firm
    • How We're Different
    • Our Beliefs
  • Our Team
    • Our Team
    • Jim Frank
    • Benjamin Bistline
    • Julie Stiers
    • Donna Feuerherdt
    • William Valenti
    • Chris Rainwater
    • Mindy Smith
    • Jakob Kelnhofer
    • Raymond J. Grubbs
    • Professional Recognitions
    • About Raymond James
  • Process
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Endowments & Foundations
    • Healthcare Professionals
    • Retirees
    • Women Investors
  • Services
    • Services
    • Issues We help Manage for Our Clients
    • Already Have An Advisor?
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Sustainable Investing
  • News & Events
  • Resources
    • Resources
    • Commentary and Insights
    • Worthwhile
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Blog
  • Contact Us
  • Client Access
    • Client Access
    • Forgot your password? Enroll Need Help? Contact Us / FAQ Privacy / Security Client Resources
  • Metis Wealth Advisory Group
    4900 Meadows Road Suite 100 Lake Oswego, OR 97035-3195 T: 503.697.4271 TF: 800.697.4271 F: 503.697.9505
    Map and Directions Map and Directions
Metis Wealth Advisory Group logoMetis Wealth Advisory Group logo

The goal of investing is more than just financial growth

The pursuit of financial success begins with a plan

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.

Our disciplined planning process accounts for your short- and long-term goals, your tolerance for risk and your stage of life, while also keeping a watchful eye on today’s complex domestic and global markets. In our experience, that’s the best way to customize a comprehensive, diversified portfolio that is flexible enough to meet your needs now and in the years to come.

The result is a financial plan that is as dynamic, vibrant and enduring as the lifetime of achievement it represents. Simply put, we believe our business is people and their financial well-being, and we are as committed to your success as you are.

  • Build a Foundation With Achievable Goals
    Realistic goals provide the foundation for a solid financial plan. That is why it is important to codify your own. They can include educations for children, a second home, your income needs in retirement, your philanthropic interests, and plans for your estate. Because no two people are the same, building a financial plan around your specific goals creates a plan that is uniquely yours. We will work closely with you to identify and define your near- and long-term goals, check for goals that may conflict and work to resolve conflicts that arise. Even more important, we’ll set metrics with which to define success and adjust your plan as necessary.
  • Develop a Complete Financial Picture
    Along with a complete picture of your goals and time horizons, a personalized plan must incorporate current assets and liabilities in order to establish your net worth and review it throughout the years to come. We also consider your comfort level with risk so investments can be made accordingly. If applicable, consideration is also given to consolidating accounts to make finances and cash flow easier to track and manage.
  • Review and Optimize Performance
    Finally, we believe a financial plan should be as dynamic as the life it represents. Things change, priorities sometimes shift and new opportunities wait just over the horizon. That is why we review your plan’s progress relative to your defined objectives. Should changes need to be made, we rely on myriad resources and experts to help guide our decision process and also to suggest appropriate actions or strategies. Together, we can review the options and make objective decisions. To keep you apprised, we provide ongoing reporting of your account activity and conduct periodic reviews. Because we are truly partners in this important endeavor, we also rely upon you to communicate any significant changes in your life.

related resources

Which Education Expenses Are Considered Qualified?

Which Education Expenses Are Considered Qualified?

08/19/2020
Learn more about what the savings in a 529 plan can help pay for.

Family & Life Events
Your Guide to Marriage and Money

Your Guide to Marriage and Money

08/17/2020
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.

Family & Life Events
7 Ways to Boost Your Savings

7 Ways to Boost Your Savings

07/14/2020
Discover smart options to grow your savings.

Retirement & Longevity | Family and Life Events
How Different Types of Insurance Help Manage Risk

How Different Types of Insurance Help Manage Risk

03/27/2020
Find the right mix of insurance coverage to live with confidence.

Family & Life Events
Visualize Your Future [VIDEO]

Visualize Your Future [VIDEO]

12/25/2017
Achieving your vision for the future requires planning.

Retirement & Longevity | Family and Life Events

Sophisticated wealth management
Always here for you
Metis Wealth Advisory Group logoMetis Wealth Advisory Group logo
  • Metis Wealth Advisory Group 4900 Meadows Road Suite 100 Lake Oswego, OR 97035-3195
  • T 503.697.4271
  • TF 800.697.4271
  • F 503.697.9505
  • Map & Directions
  • Map & Directions
envelope

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Metis Wealth Advisory Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use