Broker Check

Portland Office

5331 South Macadam Avenue

Suite 207
Portland, OR 97239

Oregon PERS Members

As a leader in the government market, our broker-dealer wrote the first 457(b) plan in the State of Oregon over 40 years ago. In addition, our full-service financial planning firm offers investment solutions for 403(b) school teachers, 401(k), and 457(b) accounts as we are a provider for many municipalities. 

We are recognized for over 30 years of Oregon and Washington PERS knowledge and experience and provide valuable PERS education and counseling from new employee orientation to retirement readiness.

We believe understanding the complexity and the continued evolution of the PERS system is a critical component to a successful retirement plan for our public sector clients.

To access your PERS account, click on the account access tab above