Crest Financial

Welcome to Crest Financial LLC, a firm dedicated to providing you with financial services that are tailored to your unique needs and goals. We believe in transparency, integrity, and a client-centered approach that sets us apart in the industry. Our team is committed to helping you navigate the complex world of finance, offering personalized guidance that simplifies even the most intricate financial matters.

Our Philosophy

At Crest Financial LLC, we believe that your hopes and dreams are what matter most. We understand that each client is unique, with distinct financial aspirations, and we strive to provide services that align with your individual situation. We are more than just a portion of your assets under management; we are your partner in achieving financial success.

Clear Fees

We are strong advocates for fee transparency. We believe that understanding how you pay for financial services can make a significant difference in your future. Our Clear Fees policy ensures that you are fully aware of all costs associated with our services, both today and over time. We are committed to providing you with clear and concise information, so you can make informed decisions.

Clear Services

We believe that the scope of work you do with your financial professional should be clearly defined. What you pay for matters, and we are dedicated to offering services that provide value and align with your financial objectives. Our Clear Services approach ensures that you understand the work we are doing on your behalf and the associated costs.

Performance Standards

At Crest Financial LLC, we hold ourselves to high performance standards. We are committed to delivering services that meet your expectations and help you reach your financial goals. We operate under the Investment Fiduciary standard of care, which applies to our advisory services. This standard ensures that we act in your best interest at all times.

Our Team

Our team is composed of seasoned professionals with a wealth of experience in the financial industry. We are proud to have Douglas E. Richards, CLU, ChFC, CFP, AIF, as our Representative. Douglas and our team are dedicated to providing you with the highest level of service and expertise.

Community Involvement

At Crest Financial LLC, we are not just financial professionals; we are also active members of our community. Our team members have served in various positions on the board of Bridgeway House, a resource for children and families impacted by autism. We have also held leadership roles in the Greater Oregon Chapter of the Society of Financial Service Professionals and the Rotary Club of Fernridge. Currently, we serve on the advisory board of the Eugene Mission.

Our Commitment to You

We are committed to providing you with financial services that are clear, transparent, and tailored to your unique needs. We strive to build long-lasting relationships with our clients, based on trust, integrity, and mutual respect. We invite you to explore our website, learn more about our services, and contact us to schedule a consultation.