Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
At CLS Financial Advisors, we provide holistic and proactive financial advice designed to grow your wealth and support your financial well-being. As fee-only fiduciary advisors, we prioritize your interests above all else, integrating your finances with your life goals. Our team specializes in tax, investment, and retirement planning, leveraging deep technical knowledge and hands-on expertise to simplify your financial life.We believe in collaborative partnerships, ensuring every decision aligns with your unique aspirations. With a focus on long-term strategies, we help clients navigate complex financial landscapes with confidence and clarity.
Services
Investment Planning
Tax Planning
Retirement Planning
Estate Coordination
Financial Strategy
Highlights and features
- We are fee-only fiduciary advisors prioritizing your interests.
- Our team holds the Personal Financial Specialist (PFS) designation.
- We integrate proactive tax planning into all financial strategies.
- Holistic approach combines investments, retirement, and estate planning.
- Ongoing collaboration ensures plans evolve with your life goals.
Associations and certifications
- Personal Financial Specialist (PFS)
Services
Investment Planning
We design diversified investment portfolios tailored to your risk tolerance and financial goals. Our evidence-based approach focuses on long-term growth, tax efficiency, and strategic asset allocation using Dimensional mutual funds. Regular rebalancing ensures alignment with evolving market conditions and personal objectives.
Tax Planning
Our PFS-certified advisors integrate proactive tax strategies into every financial plan. We identify year-round opportunities to minimize tax liabilities through strategic withdrawals, retirement account optimization, and coordinated planning with your accounting professionals.
Retirement Planning
We develop comprehensive retirement strategies covering Social Security optimization, income planning, and sustainable withdrawal methods. Our approach ensures financial security while maintaining flexibility for changing life circumstances and market environments.
Estate Coordination
We collaborate with legal professionals to organize estate plans, ensuring smooth wealth transfer and compliance with current regulations. Services include document review, beneficiary designation guidance, and tax-efficient inheritance strategies.
Financial Strategy
Our holistic planning addresses cash flow management, risk assessment, education funding, and executive compensation analysis. We coordinate with insurance providers and attorneys to create unified financial frameworks that support long-term objectives.
People
Ryan Genor
Principal Advisor
Ryan combines tax expertise with financial planning experience to help clients achieve long-term goals. He prioritizes client relationships and focuses on creating personalized strategies that align with individual values and aspirations.
Sarah Lane
Principal Advisor
Sarah specializes in strategic financial planning, helping clients achieve financial freedom through informed decisions. She emphasizes integrating personal values with wealth management to build confidence and long-term security.
Stephanie Lum
Associate Advisor
Stephanie assists clients in navigating financial planning complexities, focusing on practical solutions for achieving financial goals. She provides dedicated support in developing actionable, client-centered strategies.
Jennifer Lindgren
Operations Manager
Jennifer manages firm operations, ensuring seamless service delivery. Her organizational expertise supports advisors in maintaining efficient processes while upholding the firm's commitment to client satisfaction.
Questions
What services does CLS Financial Advisors offer?
We provide investment management, tax planning, retirement strategies, estate coordination, and comprehensive financial planning tailored to individual goals.
Are you fiduciary financial advisors?
Yes, we are fee-only fiduciaries legally obligated to act in your best interests at all times.
How do you approach investment planning?
We create diversified portfolios aligned with your risk tolerance, using evidence-based strategies focused on long-term growth and tax efficiency.
What makes CLS different from other advisors?
Our team combines PFS-certified expertise with proactive tax integration and a commitment to lifelong client collaboration.
Do you work with clients outside Portland?
While based in Portland, OR, we serve clients nationwide through virtual consultations and digital financial tools.
