Welcome to Wellspring Financial Planning, LLC, a fee-only, Registered Investment Advisory firm located in Portland, Oregon. We help clients from all walks of life make smart decisions about money and other issues that impact their financial security.
As a fee-only, independent firm, we provide objective, transparent financial guidance and investment advice. Unbiased by commission-based sales, we recommend objective solutions to your financial dilemmas and suggest investments in keeping with both your values and your tolerance for risk.
Our specialties include Socially and Environmentally Conscious Investing, for those interested in ecologically sustainable and socially responsible concerns. We gently guide and educate newcomers to the financial planning world. Planner Gayle Matson offers special expertise with the Oregon Public Employees Retirement System (PERS), Federal Employees Retirement System, and other public- sector pension plans. She also specializes in helping individuals and couples navigate emotional issues associated with money matters.
At Wellspring Financial Planning, we enjoy empowering our clients to realize they can create a plan for financial well-being. When you schedule a no-obligation initial meeting, our work begins by listening to your needs, desires, and particular financial situation. Whether you are just beginning to save and invest, are ready to retire, or are experiencing a life transition, we can offer the tools you need to define and shape your financial goals and develop a realistic blueprint for achieving them.
Photo ©Scott Kyle, used with permission.