Who We Are
Willamette Wealth Partners
Willamette Wealth Partners is a financial planning and investment management firm based in Eugene, Oregon. We are a locally owned and operated business with over 25 years of collective experience in personal financial services. We are focused on providing you with a relationship that fosters growth, security and independence.
Our LPL Financial Connection
LPL Financial is the largest independent broker-dealer* in the United States. They are the company that provides us with the systems that allow us to run our office. The services they provide to us include technology, custody of investments and regulatory compliance.
*As reported by Financial Planning Magazine, June 1996-2017, based on total revenue.