Fee-Only Fiduciary Financial Planner in Wilsonville, Oregon
We help driven individuals and families achieve their financial goals
At Harbor Horizon Financial, we’re a fee-only fiduciary, no commissions, no product sales, just advice in your best interest.
Grow, protect, and enjoy your wealth with a tailored financial plan that aligns with your goals and gives you a clear, confident path forward.
Who We Help
Our clients are ready to align their wealth with what matters most: Freedom, flexibility, and peace of mind.
Business Owners & Entrepreneurs – Streamline personal and business finances, plan for succession or exit, and build lasting value beyond the company.
High-Earning Professionals – Grow and protect income, optimize taxes, and create long-term wealth with purpose and clarity.
Pre-Retirees & Retirees – Turn savings into sustainable income, manage risk, and enjoy retirement with confidence.
Families & Couples – Make confident, long-term decisions about wealth, legacy, and lifestyle—all grounded in shared goals and clear planning.
Questions We Help You Answer
At Harbor Horizon Financial, we understand that growing your wealth and securing your financial future raises critical questions. Here are just a few of the questions we help our clients answer:
How do I turn my success into sustainable, long-term wealth?
Do I have enough saved to retire?
What’s the smartest way to create multiple income streams?
How can I plan for a successful business exit?
How do I optimize my long term tax strategy?
Should I invest inside or outside of my business?
If these questions resonate with you, we’re here to provide the answers. Let’s create a financial plan that works for your life and your future.
About Us
We're passionate about offering fee-only financial planning, which means we receive compensation solely from our clients, never from commissions or third parties.
The old-school way of just managing investments isn't enough anymore. Today, you deserve a planner who takes a holistic view of your financial picture and proactively collaborates with your CPA, estate planning attorney, and other professionals to create a cohesive strategy that works for you.
Let’s work together to unlock your full financial potential, you deserve better.
CERTIFIED FINANCIAL PLANNER™
Highly trained and credentialed
Fee-Only, Fiduciary
We work solely for you, not for commissions
Personalized Planning
No templates. No sales pitches. Just strategy
Clear Process, Ongoing Support
We simplify the complex and help you move forward with clarity and confidence
Our Key Values
Customized
Wealth Strategies
Every client’s journey is unique. We build financial plans that adapt to your evolving personal and business goals.
Long-Term
Relationships
Our focus is not just on numbers; it’s on building lasting relationships that support you through every financial milestone.
Proactive Planning
We anticipate changes and opportunities in your financial life, so you’re always prepared for what’s ahead.
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Wilsonville, Oregon
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