Contact Info

Willamette Investment Advisors
Brian Robertson
520 NW Oak Ave, Suite A
Corvallis, OR 97330

Phone: 541-758-8090
Fax: 541-758-8099
Visit our Website

Photo Tour

This will show up if the script is missing or flash isn't installed

Our Website

Click below to visit our Website

Services

• Financial Advisor
• Retirement Planning
• Investment Advice
• Financial Planning
• Financial Advice
• Stock Broker
• Mutual Fund Advisor
• Financial Consultant
• PERS Advisor
• Securities & Advisory Services

Hours of Operation

9:00AM-4:00PM M-F

Our Social Networks/Blogs

About Us

info@willametteinvestmentadvisors.com
Toll Free: 888-758-8090

Welcome to Willamette Investment Advisors

We work with individuals, families, and business owners who value the expertise and unbiased nature of an independent financial advisor. Whether you are in the accumulation, distribution, preservation, or transfer-of-wealth stage in life, we take the time to understand your goals and objectives and guide you toward success.

We offer the following services:

•Portfolio Analysis and Reviews
•Investment Management
•401(k) and PERS review and analysis
•Risk Tolerance and Asset Allocation Reviews
•Retirement Planning
•College Education Funding

We generally work on a fee basis, which offers the following advantages:

•No commissions
•No conflict of interest regarding advisor compensation
•No sales pressure
This makes us an objective partner in your financial success, guided by your goals and not influenced by commissions.


www.willametteinvestmentadvisors.com



Securities and advisory services offered through KMS Financial Services, Inc. This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
 

Mission Statement

To provide superior personalized financial advice to individuals, small businesses, and institutions, while upholding the highest ethical and fiduciary standards.

To ensure that our clients receive the focused attention and reflective thought of a seasoned investment professional in establishing the goals and objectives of their accounts.

To maintain a forward-looking investment process that is focused on long-term trends in the global financial marketplace.

To faithful act in our clients' best interests.