Pacific Investment Advisors is a wealth management firm focused on finding comprehensive solutions for your financial needs. Our goal is to weave the individual threads of your financial story into a cohesive narrative, providing a fresh perspective from which you can evaluate your financial priorities.
Our Clients
Our clients include individuals and their families, trusts, endowments and foundations. Whether our clients are professionals, executives, entrepreneurs or widows, they all value an objective strategic partner to help them grow and preserve their wealth.
Our clients vary and include individuals who simply want a second opinion on their current advisor’s strategy; couples transitioning into retirement; or families seeking a lifetime of investment and financial guidance. Bottom line, all our clients look to us for information, education and guidance to make smart financial decisions.
Our Advisors
As a firm we are committed to keeping a low client to advisor ratio. Individual attention, customized solutions and frequent communication ensure our focus remains on your needs.
We are very proud of our team. Our advisors share a combined fifty years of experience and have some of the most sought after credentials in the industry, including the Chartered Financial Analyst, Certified Financial Planner® and Certified Public Accountant designations. We believe that hiring smart people and encouraging them to thrive benefits our clients as well as our firm.
PIA enjoys a relationship with Perkins & Company, P.C., Portland's largest local accounting firm. When our clients have complex questions regarding business succession planning, estate tax, real estate or income tax, our access to Perkins & Company professionals provides a tremendous and valuable depth of knowledge.
If you already have established professional relationships, we welcome the opportunity to partner with your current team. We frequently work with a client's existing service providers to provide a coordinated outcome.
Today and Tomorrow – The Evolution of Advice
One of the key steps in wealth management is the need to periodically review the alignment of your strategy with reality. Financial objectives, personal goals and real world events are all dynamic in nature. While you may have had a good plan for yesterday our goal is to make certain your plan works not only for today, but also for the future.