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Benjamin E. Gilbert, CFP®

Silver Oak Advisory Group

1130 SW Morrison St
Suite 610
Portland, OR 97205-2217
Phone: (503) 242-1715
Fax: (503) 242-1808

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Career Change
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Getting Married
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Starting a Family
  • Men's Finances
  • Nontraditional Households

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.