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A Registered Investment Advisor

Licensed in the states of Oregon and California


Who We Are

At Cascade Financial Strategies we offer fee-based Financial Planning and Investment Management. Our clients are provided with planning-based strategies and unbiased advice to address every financial obstacle they may encounter throughout their lifetimes.

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We offer fee-based financial planning services for any individual, regardless of their asset size. Our independence allows us to choose from a wide range of non-proprietary products, investments, and account types to implement appropriate strategies.

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Planning & Process

Our Comprehensive Process is more than just investments. A client’s life-stage and individual circumstances provide the investment and financial planning parameters. Our philosophy is to seek the most conservative path that does not jeopardize a client's long range goals.

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US SIF Member

CFS is a member of the US/SIF-The Forum for Sustainable and Responsible Investment. This association is for professionals, firms, institutions, organizations engaged in sustainable, responsible investing. As of November 2015 CFS is the only Central OR member of the US/SIF.

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Investment Advice is offered through Cascade Financial Strategies, a registered investment advisor licensed in Oregon and California (We also operate in other states under the "de minimis" exemption, meaning having five or fewer clients within that state).

An investment advisor or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or IA rep requirements; and follow up, individualized responses to consumers in a particular state by investment advisor or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment advisor or IA rep, please do not hesitate to contact your state securities law administrator.

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