We selected our name, Cascadia Wealth Advisors, to invoke the mindset of the abundance and glory of the dramatic landscape of the Pacific Northwest, sometimes known as Cascadia.

We meld that embodiment of nature with our passion for exceptional, personalized service, strong authentic relationships, and meaningful professional guidance and advice for those seeking or maintaining financial wellness. The Cascadia Wealth Advisors team has over 100 years of collective industry experience.
Our office is located in the historic Northwest District of Portland, providing a warm atmosphere which offers easy parking and access for in-person meetings for those who live in the area. We hold a deep admiration for the Rose City's scenic landscapes and diverse culture, resulting in a delightful fusion of small-town charm and urban sophistication.

While we are based in Portland, Oregon, two of our team members work remotely and we serve clients who live all around the country.