SMB Financial Services
With the 1912 construction of the Steel bridge, Waddell and Harrington used discipline in engineering to overcome an obstacle and reach a destination. Now that twelve major bridges span the Willamette and Columbia rivers Portland has become a thriving and successful city. For your wealth management discipline in planning and execution is needed to bridge the formidable obstacles of a dynamic global market, political uncertainty and infinite investment choices to get you from goal to accomplishment.
SMB Financial Services, LLC was founded in Portland, Oregon in 2003. SMB is a fee-based Registered Investment Advisor registered with the State of Oregon’s Division of Finance and Corporate Securities and with the state of Washington’s Department of Financial Institutions-Securities Division. Prior to conducting business in any other state, the firm will ensure all licensing requirements or exemptions from licensing are met. Our seven advisors are unified in their desire to provide the highest level of client service and have extensive experience in the areas of corporate business, accounting and non-profit management.
Our focus is on custom wealth management for individuals, families and organizations with complex financial situations that need expert advice. We offer a wide range of investment advisory services and tailor our advice and services to our client’s objectives, means and timelines.
For a simple 1-page comparison of the 401(k) options for law firms, Click Here.
Retirement Income Advisors is SMB’s division dedicated to generating retirement income. CLICK HERE to learn more.