FINANCIAL CLARITY
FOR WHAT
MATTERS MOST
Your financial situation is unique and ever-changing
Our goal is to be your trusted guide—planning purposefully, investing wisely, and helping you make confident financial decisions to build a life that reflects what matters most.
/ HOW WE CAN HELP /
AREAS OF EXPERTISE
INVESTMENT MANAGEMENT
CHARITABLE GIVING
FINANCIAL PLANNING
TAX PLANNING
RETIREMENT & DISTRIBUITIONS
ESTATE PLANNING
ENDOWMENT MANAGEMENT
INHERITANCE MANAGEMENT
/ BACKGROUND & GUIDING PRINCIPLES /
ABOUT
Our goal is to give our clients financial guidance with the highest standards of care and integrity.
Being an independent firm means we are not bound to any specific financial institution or their products, and can instead recommend whatever is best for our clients’ specific needs.
INDEPENDENT:
Fee-only means we receive no commissions or incentives for recommending any specific investments to our clients. We receive the same compensation regardless of our recommendations. Clients know and see what they pay us for our services.
FEE-ONLY:
Just a fancy way of saying we must always act in the best interest of our clients. This may seem obvious, but the vast majority of “financial advisors” are not held to this standard. This is the “golden-rule” of financial advising.
FIDUCIARY:
CLAYTON PHILLIPS CFP®
OWNER, FINANCIAL PLANNER
I became a financial advisor because I saw early on how much clarity and contentment good financial guidance can bring. While studying Finance at Washington State University, I interned with an advisor who not only managed investments with wisdom but also took time each week to mentor students. That balance of purpose and practicality left a deep impression on me.
Over the years, it has become apparent that many advisors were more focused on gathering assets than truly helping clients live with financial freedom and intentionality. I set out to offer something different — financial guidance that aligns with your values, timelines, and life goals. I believe money is a tool that should serve your family, your community, and your calling — not just accumulate without direction. My goal is to help you manage your resources with wisdom, generosity, and peace of mind.
A Bit More About Me Personally
Beaverton has been home for over 15 years, and I’m grateful to live near extended family and be part of a close-knit community. I’m a husband and dad to four amazing children. Evenings often mean playing in the yard, reading bedtime stories, or good conversation over coffee. I’m passionate about mentoring, serving others, and being involved at my local church. I believe the way we use our time, talents, and resources can make a meaningful difference in people’s lives. I’m also committed to continually growing, both personally and professionally, through ongoing certifications, reading, and participating in various study groups.
Guiding Principles I Use in Every Client Relationship:
FINANCIAL PLANNING
Good Counsel – The best plans are built through collaboration, input, and trusted guidance.
Diligence – Careful, consistent effort leads to long-term success.
Preparation – Planning ahead ensures you and your loved ones are ready for whatever comes.
INVESTMENT MANAGEMENT
Diversification – Spreading investments reduces risk and increases opportunity for steady growth.
Prudence – Protecting against risks and acting with caution safeguards your wealth.
Patience – Sustainable growth comes from steady, disciplined investing—not quick wins.
GIFT PLANNING
Generosity That Multiplies – Giving freely often creates greater impact and fulfillment than holding back.
True Treasure – Real wealth is measured not only in assets, but in the impact you make on others.
Living Legacy – The most meaningful legacy isn’t just what you leave behind, but the generosity you live out and share today.