The Willamette Investment Advisors Approach
1600 SW Western Blvd, Ste 270 Corvallis, OR 97333 (541) 758-8090 phone (888) 758-8090 toll-free (541) 758-8099 fax Email Us	Willamette Investment Advisors is dedicated to providing objective, thoughtful, and unbiased advice from experienced financial professionals. As fee-only advisors, we receive no commissions from the investments or services we recommend. This makes us an objective partner in our clients' financial success, guided solely by their goals and not influenced by commissions. Our recommendations are based on a thorough analysis of each individual situation using time-honored investment and financial planning principles. Once a plan is designed, we actively implement and monitor the plan. Our clients receive comprehensive reports that track the progress of their investments. For our clients' protection, all investments and accounts are held at third-party custodial firms. We do not have full power of attorney over our clients' accounts, nor do we take custody of client assets. We work closely with local estate planning attorneys and accountants to ensure each client has the proper financial plan in place. Most importantly, our clients are in charge. We view ourselves as the objective advisor looking out for our clients' best interests.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you. Securities and advisory services offered through KMS Financial Services, Inc. member FINRA/SIPC.