What are the opening hours?

Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 1pm

Allium Financial Advisors, LLC

Home
United States
Lake Oswego, OR
Allium Financial Advisors, LLC

A boutique, independent, multi-family office focused on holistic wealth management.

08/26/2026

Retirement planning involves more than reaching a number.

Your Allium financial team is here to cover your bases and help set you up for success.

08/12/2026

Confidence often comes from preparation.

We're here to help you build a strategy designed around your goals and priorities.

07/22/2026

The value of advice isn’t measured only during major milestones.

Sometimes it’s found in the small decisions made consistently over time. Having a trusted team to help evaluate opportunities, risks, and next steps can make a meaningful difference.

That's where Allium comes in.

07/08/2026

How do you want to spend your retirement?
What legacy do you hope to leave?
What opportunities do you want to create for your family?

At Allium, we believe meaningful planning starts with understanding what matters most to you.

06/24/2026

Your goals are personal. Your guidance should be too.

Partner with a local team that knows your neighborhood and is always in your corner.

06/10/2026

A thoughtful succession plan helps protect the value you’ve worked hard to build. More importantly, it provides clarity and stability for stakeholders — offering confidence that, through leadership changes or life transitions, your business is positioned to continue thriving.

Learn more about what Allium can do for business owners planning for the future. https://www.alliumfinancial.com/services/business-owners

05/20/2026

Allium is more than one advisor — it’s an entire team moving in the same direction.

From admin to executives, we collaborate daily to put your financial goals first, always.

05/06/2026

Meet Jordan!

Jordan is a Financial Advisor that focuses on comprehensive investment planning for our clients. He moved back to his home state of Oregon from Arizona to join Allium in 2023. He brings experience in investment management and financial planning from his time as a high-net-worth consultant at the Vanguard Group.

Jordan is a CFA Charterholder, Registered Investment Advisor representative, previous Series 7 license holder, and an alumni of Oregon State University, where he earned a bachelor’s degree in Finance and Management.

04/22/2026

Markets shift. Economies evolve. Change often creates new investment opportunities.

By continuously monitoring financial and economic developments, we aim to provide you with timely guidance to help your goals remain aligned with the world around you.

04/08/2026

Meet our Performance Measurement Analyst, Ben!

Ben has been working in financial services for over a decade and joined us from Umpqua Bank, where he spent 12 years gaining a breadth of experience working with the bank's different lines of business, including their Private Bank and their Treasury department.

Ben is a Chartered Alternative Investment Analyst and has a Bachelors degree from George Mason University.

He lives in Lake Oswego with his wife, Maya, and his dog, Moose. As a family, they enjoy going to estate sales, trying new restaurants, traveling, and going to the movies.

Address

310 N State St Suite 208
Lake Oswego, OR
97034

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 1pm

Website

http://www.alliumfinancial.com/

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